Dover Advisors’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 | $607K | Sell |
3,734
-16
| -0.4% | -$2.6K | 0.27% | 91 |
|
|
2025
Q1 | $688K | Buy |
3,750
+18
| +0.5% | +$3.3K | 0.3% | 79 |
|
|
2024
Q4 | $825K | Sell |
3,732
-112
| -3% | -$24.8K | 0.47% | 67 |
|
|
2024
Q3 | $991K | Buy |
3,844
+307
| +9% | +$79.1K | 0.56% | 57 |
|
|
2024
Q2 | $910K | Buy |
3,537
+51
| +1% | +$13.1K | 0.56% | 58 |
|
|
2024
Q1 | $947K | Buy |
3,486
+775
| +29% | +$211K | 0.65% | 52 |
|
|
2023
Q4 | $655K | Sell |
2,711
-458
| -14% | -$111K | 0.86% | 41 |
|
|
2023
Q3 | $796K | Hold |
3,169
| – | – | 0.81% | 46 |
|
|
2023
Q2 | $780K | Sell |
3,169
-65
| -2% | -$16K | 0.69% | 49 |
|
|
2023
Q1 | $731K | Buy |
3,234
+439
| +16% | +$99.2K | 0.7% | 49 |
|
|
2022
Q4 | $648K | Buy |
+2,795
| New | +$648K | 0.7% | 50 |
|