Charter Research & Investment Group’s Constellation Brands STZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $280K | Sell |
1,721
-315
| -15% | -$51.2K | 0.21% | 71 |
|
|
2025
Q1 | $374K | Hold |
2,036
| – | – | 0.29% | 64 |
|
|
2024
Q4 | $450K | Sell |
2,036
-430
| -17% | -$95K | 0.34% | 59 |
|
|
2024
Q3 | $635K | Buy |
2,466
+100
| +4% | +$25.8K | 0.47% | 52 |
|
|
2024
Q2 | $609K | Buy |
2,366
+335
| +16% | +$86.2K | 0.48% | 51 |
|
|
2024
Q1 | $552K | Buy |
2,031
+210
| +12% | +$57.1K | 0.44% | 56 |
|
|
2023
Q4 | $440K | Sell |
1,821
-50
| -3% | -$12.1K | 0.37% | 61 |
|
|
2023
Q3 | $470K | Hold |
1,871
| – | – | 0.42% | 56 |
|
|
2023
Q2 | $461K | Hold |
1,871
| – | – | 0.38% | 58 |
|
|
2023
Q1 | $423K | Hold |
1,871
| – | – | 0.37% | 59 |
|
|
2022
Q4 | $434K | Sell |
1,871
-34
| -2% | -$7.88K | 0.42% | 53 |
|
|
2022
Q3 | $438K | Hold |
1,905
| – | – | 0.44% | 51 |
|
|
2022
Q2 | $444K | Buy |
1,905
+195
| +11% | +$45.4K | 0.4% | 53 |
|
|
2022
Q1 | $394K | Buy |
1,710
+680
| +66% | +$157K | 0.32% | 64 |
|
|
2021
Q4 | $258K | Buy |
+1,030
| New | +$258K | 0.2% | 74 |
|