D.B. Root & Company’s Constellation Brands STZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-1,058
Closed -$273K 195
2024
Q3
$273K Sell
1,058
-685
-39% -$177K 0.09% 144
2024
Q2
$448K Sell
1,743
-13
-0.7% -$3.35K 0.15% 115
2024
Q1
$477K Buy
+1,756
New +$477K 0.16% 115