CIM
Confluence Investment Management’s Constellation Brands STZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $23.3M | Buy |
143,508
+2,135
| +2% | +$347K | 0.33% | 76 |
|
|
2025
Q1 | $25.9M | Buy |
141,373
+16,791
| +13% | +$3.08M | 0.37% | 70 |
|
|
2024
Q4 | $27.5M | Sell |
124,582
-13,788
| -10% | -$3.05M | 0.38% | 66 |
|
|
2024
Q3 | $35.7M | Sell |
138,370
-2,319
| -2% | -$598K | 0.48% | 62 |
|
|
2024
Q2 | $36.2M | Sell |
140,689
-2,739
| -2% | -$705K | 0.52% | 60 |
|
|
2024
Q1 | $39M | Buy |
+143,428
| New | +$39M | 0.52% | 59 |
|