Crescent Sterling’s Constellation Brands STZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-5,747
| Closed | -$1.27M | – | 80 |
|
|
2024
Q4 | $1.27M | Buy |
5,747
+1,259
| +28% | +$278K | 1.3% | 22 |
|
|
2024
Q3 | $1.16M | Buy |
4,488
+35
| +0.8% | +$9.02K | 1.1% | 28 |
|
|
2024
Q2 | $1.15M | Sell |
4,453
-89
| -2% | -$22.9K | 1.1% | 30 |
|
|
2024
Q1 | $1.23M | Sell |
4,542
-36
| -0.8% | -$9.78K | 1.12% | 29 |
|
|
2023
Q4 | $1.11M | Buy |
4,578
+38
| +0.8% | +$9.19K | 1.1% | 31 |
|
|
2023
Q3 | $1.14M | Sell |
4,540
-133
| -3% | -$33.4K | 1.21% | 27 |
|
|
2023
Q2 | $1.15M | Buy |
4,673
+188
| +4% | +$46.3K | 1.09% | 29 |
|
|
2023
Q1 | $1.01M | Buy |
4,485
+674
| +18% | +$152K | 0.98% | 33 |
|
|
2022
Q4 | $883K | Buy |
+3,811
| New | +$883K | 0.95% | 32 |
|