Curi RMB Capital’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 | $378K | Buy |
+2,324
| New | +$378K | 0.01% | 550 |
|
2025
Q1 | – | Sell |
-1,287
| Closed | -$284K | – | 541 |
|
2024
Q4 | $284K | Sell |
1,287
-387
| -23% | -$85.5K | 0.01% | 467 |
|
2024
Q3 | $431K | Buy |
1,674
+391
| +30% | +$101K | 0.01% | 444 |
|
2024
Q2 | $330K | Sell |
1,283
-6
| -0.5% | -$1.54K | 0.01% | 463 |
|
2024
Q1 | $350K | Sell |
1,289
-254
| -16% | -$69K | 0.01% | 479 |
|
2023
Q4 | $373K | Buy |
1,543
+194
| +14% | +$46.9K | 0.01% | 419 |
|
2023
Q3 | $339K | Buy |
1,349
+6
| +0.4% | +$1.51K | 0.01% | 415 |
|
2023
Q2 | $331K | Buy |
+1,343
| New | +$331K | 0.01% | 419 |
|
2019
Q4 | – | Sell |
-1,286
| Closed | -$266K | – | 713 |
|
2019
Q3 | $266K | Buy |
1,286
+30
| +2% | +$6.21K | 0.01% | 586 |
|
2019
Q2 | $248K | Buy |
+1,256
| New | +$248K | 0.01% | 627 |
|