CIM Investment Management’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 | $2.25M | Buy |
11,745
+5,860
| +100% | +$1.12M | 0.43% | 44 |
|
|
2025
Q1 | $1.08M | Buy |
5,885
+3
| +0.1% | +$551 | 0.25% | 52 |
|
|
2024
Q4 | $1.3M | Buy |
5,882
+14
| +0.2% | +$3.09K | 0.38% | 44 |
|
|
2024
Q3 | $1.51M | Sell |
5,868
-117
| -2% | -$30.2K | 0.45% | 36 |
|
|
2024
Q2 | $1.54M | Sell |
5,985
-37
| -0.6% | -$9.52K | 0.47% | 32 |
|
|
2024
Q1 | $1.64M | Hold |
6,022
| – | – | 0.49% | 30 |
|
|
2023
Q4 | $1.46M | Hold |
6,022
| – | – | 0.47% | 30 |
|
|
2023
Q3 | $1.51M | Sell |
6,022
-112
| -2% | -$28.1K | 0.55% | 23 |
|
|
2023
Q2 | $1.51M | Buy |
6,134
+22
| +0.4% | +$5.42K | 0.51% | 27 |
|
|
2023
Q1 | $1.38M | Buy |
6,112
+3,955
| +183% | +$893K | 0.51% | 26 |
|
|
2022
Q4 | $500K | Sell |
2,157
-57
| -3% | -$13.2K | 0.2% | 111 |
|
|
2022
Q3 | $509K | Hold |
2,214
| – | – | 0.23% | 99 |
|
|
2022
Q2 | $516K | Sell |
2,214
-12
| -0.5% | -$2.8K | 0.21% | 104 |
|
|
2022
Q1 | $513K | Sell |
2,226
-3
| -0.1% | -$691 | 0.17% | 120 |
|
|
2021
Q4 | $559K | Sell |
2,229
-40
| -2% | -$10K | 0.17% | 129 |
|
|
2021
Q3 | $478K | Sell |
2,269
-13
| -0.6% | -$2.74K | 0.15% | 139 |
|
|
2021
Q2 | $534K | Sell |
2,282
-2,317
| -50% | -$542K | 0.17% | 132 |
|
|
2021
Q1 | $1.05M | Sell |
4,599
-174
| -4% | -$39.7K | 0.33% | 50 |
|
|
2020
Q4 | $1.05M | Sell |
4,773
-77
| -2% | -$16.9K | 0.34% | 52 |
|
|
2020
Q3 | $919K | Sell |
4,850
-51
| -1% | -$9.66K | 0.35% | 50 |
|
|
2020
Q2 | $857K | Hold |
4,901
| – | – | 0.35% | 49 |
|
|
2020
Q1 | $703K | Sell |
4,901
-434
| -8% | -$62.3K | 0.34% | 55 |
|
|
2019
Q4 | $1.01M | Buy |
5,335
+2,759
| +107% | +$523K | 0.4% | 45 |
|
|
2019
Q3 | $534K | Buy |
+2,576
| New | +$534K | 0.2% | 116 |
|
|
2017
Q3 | – | Sell |
-4,221
| Closed | -$818K | – | 355 |
|
|
2017
Q2 | $818K | Sell |
4,221
-67
| -2% | -$13K | 0.29% | 76 |
|
|
2017
Q1 | $695K | Buy |
+4,288
| New | +$695K | 0.24% | 94 |
|