Creative Financial Designs’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 | $148K | Buy |
908
+18
| +2% | +$2.93K | 0.01% | 569 |
|
|
2025
Q1 | $163K | Buy |
890
+79
| +10% | +$14.5K | 0.01% | 500 |
|
|
2024
Q4 | $179K | Buy |
811
+55
| +7% | +$12.2K | 0.01% | 466 |
|
|
2024
Q3 | $195K | Buy |
756
+12
| +2% | +$3.09K | 0.02% | 456 |
|
|
2024
Q2 | $191K | Sell |
744
-3
| -0.4% | -$771 | 0.02% | 439 |
|
|
2024
Q1 | $203K | Buy |
747
+19
| +3% | +$5.16K | 0.02% | 413 |
|
|
2023
Q4 | $176K | Buy |
728
+18
| +3% | +$4.35K | 0.02% | 412 |
|
|
2023
Q3 | $178K | Sell |
710
-6
| -0.8% | -$1.51K | 0.02% | 356 |
|
|
2023
Q2 | $176K | Sell |
716
-7
| -1% | -$1.72K | 0.02% | 365 |
|
|
2023
Q1 | $163K | Sell |
723
-35
| -5% | -$7.91K | 0.02% | 369 |
|
|
2022
Q4 | $176K | Sell |
758
-7
| -0.9% | -$1.62K | 0.03% | 334 |
|
|
2022
Q3 | $176K | Sell |
765
-96
| -11% | -$22.1K | 0.03% | 314 |
|
|
2022
Q2 | $201K | Sell |
861
-14
| -2% | -$3.27K | 0.03% | 290 |
|
|
2022
Q1 | $202K | Sell |
875
-19
| -2% | -$4.39K | 0.03% | 301 |
|
|
2021
Q4 | $224K | Sell |
894
-7
| -0.8% | -$1.75K | 0.03% | 292 |
|
|
2021
Q3 | $190K | Sell |
901
-64
| -7% | -$13.5K | 0.03% | 306 |
|
|
2021
Q2 | $226K | Buy |
965
+26
| +3% | +$6.09K | 0.04% | 271 |
|
|
2021
Q1 | $214K | Buy |
939
+38
| +4% | +$8.66K | 0.04% | 262 |
|
|
2020
Q4 | $197K | Buy |
901
+31
| +4% | +$6.78K | 0.04% | 255 |
|
|
2020
Q3 | $165K | Sell |
870
-115
| -12% | -$21.8K | 0.04% | 260 |
|
|
2020
Q2 | $172K | Buy |
985
+566
| +135% | +$98.8K | 0.05% | 214 |
|
|
2020
Q1 | $60K | Buy |
419
+316
| +307% | +$45.3K | 0.03% | 210 |
|
|
2019
Q4 | $19K | Sell |
103
-71
| -41% | -$13.1K | 0.01% | 336 |
|
|
2019
Q3 | $36K | Sell |
174
-19
| -10% | -$3.93K | 0.02% | 268 |
|
|
2019
Q2 | $39K | Sell |
193
-20
| -9% | -$4.04K | 0.02% | 250 |
|
|
2019
Q1 | $37K | Buy |
213
+1
| +0.5% | +$174 | 0.02% | 244 |
|
|
2018
Q4 | $34K | Hold |
212
| – | – | 0.02% | 228 |
|
|
2018
Q3 | $46K | Buy |
212
+41
| +24% | +$8.9K | 0.03% | 239 |
|
|
2018
Q2 | $37K | Hold |
171
| – | – | 0.02% | 275 |
|
|
2018
Q1 | $39K | Buy |
171
+41
| +32% | +$9.35K | 0.03% | 250 |
|
|
2017
Q4 | $30K | Buy |
130
+70
| +117% | +$16.2K | 0.02% | 265 |
|
|
2017
Q3 | $12K | Hold |
60
| – | – | 0.01% | 398 |
|
|
2017
Q2 | $12K | Buy |
+60
| New | +$12K | 0.01% | 392 |
|