Caprock Group’s Constellation Brands STZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.74M | Buy |
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|
2025
Q1 | $934K | Buy |
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|
2024
Q4 | $1.07M | Buy |
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|
2024
Q3 | $946K | Buy |
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|
2024
Q2 | $937K | Buy |
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|
2024
Q1 | $857K | Buy |
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|
2023
Q4 | $681K | Buy |
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|
2023
Q3 | $648K | Buy |
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|
2023
Q2 | $618K | Buy |
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|
2023
Q1 | $477K | Sell |
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|
2022
Q4 | $491K | Buy |
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|
2022
Q3 | $403K | Buy |
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|
2022
Q2 | $363K | Sell |
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|
2022
Q1 | $417K | Buy |
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|
2021
Q4 | $241K | Sell |
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|
2021
Q3 | $271K | Sell |
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|
2021
Q2 | $312K | Buy |
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|
2021
Q1 | $267K | Sell |
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|
2020
Q4 | $268K | Sell |
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|
2020
Q3 | $276K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $328K | Buy |
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|
2019
Q3 | $330K | Sell |
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|
2019
Q2 | $319K | Sell |
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|
2019
Q1 | $294K | Buy |
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