Curbstone Financial Management Corp’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 |
-1,940
| Closed | -$429K | – | 197 |
|
|
2024
Q4 | $429K | Buy |
1,940
+106
| +6% | +$23.4K | 0.09% | 179 |
|
|
2024
Q3 | $473K | Hold |
1,834
| – | – | 0.1% | 171 |
|
|
2024
Q2 | $472K | Sell |
1,834
-30
| -2% | -$7.72K | 0.1% | 170 |
|
|
2024
Q1 | $507K | Hold |
1,864
| – | – | 0.11% | 167 |
|
|
2023
Q4 | $451K | Buy |
1,864
+30
| +2% | +$7.25K | 0.1% | 177 |
|
|
2023
Q3 | $461K | Hold |
1,834
| – | – | 0.11% | 163 |
|
|
2023
Q2 | $451K | Hold |
1,834
| – | – | 0.11% | 164 |
|
|
2023
Q1 | $414K | Buy |
1,834
+58
| +3% | +$13.1K | 0.1% | 175 |
|
|
2022
Q4 | $412K | Hold |
1,776
| – | – | 0.1% | 171 |
|
|
2022
Q3 | $408K | Sell |
1,776
-38
| -2% | -$8.73K | 0.1% | 171 |
|
|
2022
Q2 | $423K | Hold |
1,814
| – | – | 0.1% | 175 |
|
|
2022
Q1 | $418K | Hold |
1,814
| – | – | 0.08% | 197 |
|
|
2021
Q4 | $455K | Buy |
+1,814
| New | +$455K | 0.08% | 188 |
|
|
2021
Q3 | – | Sell |
-1,814
| Closed | -$424K | – | 201 |
|
|
2021
Q2 | $424K | Hold |
1,814
| – | – | 0.08% | 188 |
|
|
2021
Q1 | $414K | Buy |
+1,814
| New | +$414K | 0.08% | 181 |
|