Crewe Advisors’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 | – | Sell |
-2
| Closed | -$368 | – | 826 |
|
|
2025
Q1 | $368 | Buy |
+2
| New | +$368 | ﹤0.01% | 651 |
|
|
2024
Q4 | – | Sell |
-2
| Closed | -$516 | – | 788 |
|
|
2024
Q3 | $516 | Buy |
+2
| New | +$516 | ﹤0.01% | 663 |
|
|
2022
Q4 | – | Sell |
-39
| Closed | -$9K | – | 1250 |
|
|
2022
Q3 | $9K | Buy |
+39
| New | +$9K | ﹤0.01% | 701 |
|
|
2020
Q4 | – | Sell |
-23
| Closed | -$4K | – | 630 |
|
|
2020
Q3 | $4K | Buy |
+23
| New | +$4K | ﹤0.01% | 413 |
|
|
2019
Q3 | – | Sell |
-1,325
| Closed | -$261K | – | 301 |
|
|
2019
Q2 | $261K | Buy |
+1,325
| New | +$261K | 0.08% | 71 |
|