Daymark Wealth Partners’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 |
-1,497
| Closed | -$275K | – | 571 |
|
|
2025
Q1 | $275K | Sell |
1,497
-3,778
| -72% | -$693K | 0.01% | 432 |
|
|
2024
Q4 | $1.17M | Sell |
5,275
-261
| -5% | -$57.7K | 0.05% | 219 |
|
|
2024
Q3 | $1.43M | Buy |
5,536
+719
| +15% | +$185K | 0.06% | 197 |
|
|
2024
Q2 | $1.24M | Buy |
4,817
+212
| +5% | +$54.5K | 0.06% | 210 |
|
|
2024
Q1 | $1.25M | Sell |
4,605
-44
| -0.9% | -$12K | 0.07% | 175 |
|
|
2023
Q4 | $1.12M | Buy |
4,649
+3,206
| +222% | +$775K | 0.07% | 174 |
|
|
2023
Q3 | $363K | Sell |
1,443
-150
| -9% | -$37.7K | 0.03% | 275 |
|
|
2023
Q2 | $392K | Buy |
1,593
+659
| +71% | +$162K | 0.03% | 264 |
|
|
2023
Q1 | $211K | Buy |
+934
| New | +$211K | 0.03% | 276 |
|