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Cooper/Haims Advisors’s Constellation Brands STZ Stock Holding History

Cooper/Haims Advisors’s Portfolio STZ Stock Details STZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$490K Sell
3,010
-65
-2% -$10.6K 0.24% 42
2025
Q1 		$564K Buy
3,075
+1,022
+50% +$188K 0.31% 33
2024
Q4 		$454K Hold
2,053
– – 0.26% 39
2024
Q3 		$529K Sell
2,053
-50
-2% -$12.9K 0.29% 40
2024
Q2 		$541K Hold
2,103
– – 0.3% 35
2024
Q1 		$571K Hold
2,103
– – 0.33% 35
2023
Q4 		$508K Buy
2,103
+1
+0% +$242 0.29% 32
2023
Q3 		$528K Hold
2,102
– – 0.41% 30
2023
Q2 		$517K Hold
2,102
– – 0.4% 33
2023
Q1 		$475K Sell
2,102
-99
-4% -$22.4K 0.38% 33
2022
Q4 		$510K Buy
2,201
+70
+3% +$16.2K 0.36% 34
2022
Q3 		$489K Hold
2,131
– – 0.4% 33
2022
Q2 		$497K Sell
2,131
-50
-2% -$11.7K 0.33% 34
2022
Q1 		$502K Buy
2,181
+1
+0% +$230 0.33% 35
2021
Q4 		$547K Hold
2,180
– – 0.34% 39
2021
Q3 		$459K Hold
2,180
– – 0.28% 40
2021
Q2 		$510K Sell
2,180
-100
-4% -$23.4K 0.34% 35
2021
Q1 		$520K Hold
2,280
– – 0.37% 32
2020
Q4 		$499K Hold
2,280
– – 0.38% 29
2020
Q3 		$432K Buy
2,280
+765
+50% +$145K 0.36% 27
2020
Q2 		$265K Buy
1,515
+100
+7% +$17.5K 0.22% 41
2020
Q1 		$203K Buy
1,415
+30
+2% +$4.3K 0.18% 42
2019
Q4 		$263K Sell
1,385
-100
-7% -$19K 0.14% 44
2019
Q3 		$308K Hold
1,485
– – 0.19% 36
2019
Q2 		$292K Hold
1,485
– – 0.18% 37
2019
Q1 		$260K Sell
1,485
-90
-6% -$15.8K 0.17% 49
2018
Q4 		$253K Sell
1,575
-249
-14% -$40K 0.17% 47
2018
Q3 		$393K Hold
1,824
– – 0.27% 28
2018
Q2 		$399K Hold
1,824
– – 0.3% 26
2018
Q1 		$416K Hold
1,824
– – 0.37% 21
2017
Q4 		$417K Buy
+1,824
New +$417K 0.39% 23