Davis Capital Management’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 | $21.3K | Hold |
116
| – | – | 0.02% | 190 |
|
|
2024
Q4 | $25.6K | Hold |
116
| – | – | 0.02% | 177 |
|
|
2024
Q3 | $29.9K | Hold |
116
| – | – | 0.02% | 171 |
|
|
2024
Q2 | $29.7K | Hold |
116
| – | – | 0.03% | 170 |
|
|
2024
Q1 | $30.9K | Hold |
116
| – | – | 0.03% | 163 |
|
|
2023
Q4 | $28K | Buy |
+116
| New | +$28K | 0.03% | 160 |
|
|
2020
Q2 | $35K | Sell |
201
-25
| -11% | -$4.35K | 0.06% | 126 |
|
|
2020
Q1 | $32K | Buy |
+226
| New | +$32K | 0.07% | 121 |
|