Copperwynd Financial’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 | $604K | Sell |
3,715
-216
| -5% | -$35.1K | 0.15% | 106 |
|
|
2025
Q1 | $721K | Buy |
3,931
+1,055
| +37% | +$194K | 0.2% | 101 |
|
|
2024
Q4 | $636K | Sell |
2,876
-262
| -8% | -$57.9K | 0.18% | 94 |
|
|
2024
Q3 | $809K | Buy |
3,138
+80
| +3% | +$20.6K | 0.24% | 83 |
|
|
2024
Q2 | $750K | Buy |
3,058
+279
| +10% | +$68.4K | 0.24% | 82 |
|
|
2024
Q1 | $755K | Hold |
2,779
| – | – | 0.27% | 68 |
|
|
2023
Q4 | $672K | Buy |
2,779
+43
| +2% | +$10.4K | 0.27% | 70 |
|
|
2023
Q3 | $688K | Sell |
2,736
-119
| -4% | -$29.9K | 0.32% | 55 |
|
|
2023
Q2 | $703K | Buy |
2,855
+38
| +1% | +$9.35K | 0.33% | 67 |
|
|
2023
Q1 | $636K | Buy |
2,817
+32
| +1% | +$7.23K | 0.33% | 67 |
|
|
2022
Q4 | $645K | Sell |
2,785
-21
| -0.7% | -$4.87K | 0.36% | 65 |
|
|
2022
Q3 | $644K | Sell |
2,806
-96
| -3% | -$22K | 0.37% | 53 |
|
|
2022
Q2 | $676K | Sell |
2,902
-20
| -0.7% | -$4.66K | 0.4% | 52 |
|
|
2022
Q1 | $673K | Buy |
2,922
+114
| +4% | +$26.3K | 0.28% | 65 |
|
|
2021
Q4 | $705K | Buy |
2,808
+100
| +4% | +$25.1K | 0.27% | 68 |
|
|
2021
Q3 | $571K | Buy |
2,708
+74
| +3% | +$15.6K | 0.24% | 86 |
|
|
2021
Q2 | $616K | Buy |
2,634
+31
| +1% | +$7.25K | 0.26% | 65 |
|
|
2021
Q1 | $593K | Sell |
2,603
-88
| -3% | -$20K | 0.27% | 58 |
|
|
2020
Q4 | $589K | Sell |
2,691
-113
| -4% | -$24.7K | 0.28% | 57 |
|
|
2020
Q3 | $531K | Sell |
2,804
-72
| -3% | -$13.6K | 0.28% | 53 |
|
|
2020
Q2 | $503K | Sell |
2,876
-251
| -8% | -$43.9K | 0.29% | 54 |
|
|
2020
Q1 | $448K | Buy |
3,127
+93
| +3% | +$13.3K | 0.21% | 43 |
|
|
2019
Q4 | $576K | Buy |
3,034
+33
| +1% | +$6.27K | 0.31% | 67 |
|
|
2019
Q3 | $571K | Buy |
3,001
+307
| +11% | +$58.4K | 0.32% | 63 |
|
|
2019
Q2 | $531K | Buy |
2,694
+87
| +3% | +$17.1K | 0.31% | 51 |
|
|
2019
Q1 | $457K | Buy |
2,607
+152
| +6% | +$26.6K | 0.27% | 62 |
|
|
2018
Q4 | $395K | Sell |
2,455
-81
| -3% | -$13K | 0.24% | 49 |
|
|
2018
Q3 | $547K | Buy |
2,536
+59
| +2% | +$12.7K | 0.33% | 44 |
|
|
2018
Q2 | $542K | Sell |
2,477
-59
| -2% | -$12.9K | 0.38% | 31 |
|
|
2018
Q1 | $578K | Buy |
2,536
+136
| +6% | +$31K | 0.4% | 30 |
|
|
2017
Q4 | $549K | Buy |
+2,400
| New | +$549K | 0.4% | 29 |
|