Castleview Partners’s Constellation Brands STZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-141
| Closed | -$31.4K | – | 519 |
|
|
2024
Q4 | $31.4K | Buy |
141
+6
| +4% | +$1.34K | 0.02% | 413 |
|
|
2024
Q3 | $34.8K | Sell |
135
-9
| -6% | -$2.32K | 0.02% | 377 |
|
|
2024
Q2 | $37K | Sell |
144
-87
| -38% | -$22.4K | 0.02% | 364 |
|
|
2024
Q1 | $62.7K | Buy |
231
+1
| +0.4% | +$271 | 0.04% | 323 |
|
|
2023
Q4 | $55.5K | Buy |
+230
| New | +$55.5K | 0.04% | 283 |
|
|
2022
Q1 | – | Sell |
-19,073
| Closed | -$76 | – | 995 |
|
|
2021
Q4 | $76 | Buy |
+19,073
| New | +$76 | ﹤0.01% | 843 |
|