Coppell Advisory Solutions’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 | $312K | Buy |
1,935
+242
| +14% | +$39K | 0.04% | 291 |
|
|
2025
Q1 | $315K | Sell |
1,693
-15
| -0.9% | -$2.79K | 0.04% | 256 |
|
|
2024
Q4 | $375K | Buy |
1,708
+403
| +31% | +$88.5K | 0.05% | 196 |
|
|
2024
Q3 | $337K | Buy |
1,305
+209
| +19% | +$54K | 0.05% | 203 |
|
|
2024
Q2 | $282K | Buy |
+1,096
| New | +$282K | 0.05% | 211 |
|
|
2023
Q4 | $257K | Buy |
1,063
+312
| +42% | +$75.4K | 0.05% | 230 |
|
|
2023
Q3 | $174K | Buy |
751
+53
| +8% | +$12.3K | 0.06% | 168 |
|
|
2023
Q2 | $172K | Buy |
+698
| New | +$172K | 0.05% | 202 |
|
|
2023
Q1 | – | Sell |
-751
| Closed | -$174K | – | 956 |
|
|
2022
Q4 | $174K | Buy |
+751
| New | +$174K | 0.06% | 173 |
|