Cooper Financial 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 | $695K | Buy |
4,271
+703
| +20% | +$114K | 0.08% | 198 |
|
|
2025
Q1 | $655K | Buy |
3,568
+307
| +9% | +$56.3K | 0.09% | 200 |
|
|
2024
Q4 | $721K | Sell |
3,261
-133
| -4% | -$29.4K | 0.09% | 186 |
|
|
2024
Q3 | $875K | Sell |
3,394
-45
| -1% | -$11.6K | 0.11% | 158 |
|
|
2024
Q2 | $885K | Buy |
3,439
+353
| +11% | +$90.8K | 0.13% | 141 |
|
|
2024
Q1 | $839K | Buy |
3,086
+275
| +10% | +$74.7K | 0.14% | 140 |
|
|
2023
Q4 | $680K | Buy |
2,811
+336
| +14% | +$81.2K | 0.12% | 158 |
|
|
2023
Q3 | $622K | Buy |
2,475
+79
| +3% | +$19.9K | 0.15% | 158 |
|
|
2023
Q2 | $590K | Buy |
2,396
+928
| +63% | +$228K | 0.15% | 162 |
|
|
2023
Q1 | $332K | Buy |
+1,468
| New | +$332K | 0.09% | 227 |
|