Ellevest Inc’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 | $303K | Sell |
1,861
-335
| -15% | -$54.5K | 0.05% | 299 |
|
|
2025
Q1 | $403K | Buy |
2,196
+641
| +41% | +$118K | 0.03% | 233 |
|
|
2024
Q4 | $344K | Sell |
1,555
-228
| -13% | -$50.4K | 0.02% | 280 |
|
|
2024
Q3 | $459K | Sell |
1,783
-17
| -0.9% | -$4.38K | 0.03% | 232 |
|
|
2024
Q2 | $463K | Buy |
1,800
+114
| +7% | +$29.3K | 0.03% | 219 |
|
|
2024
Q1 | $458K | Buy |
1,686
+31
| +2% | +$8.43K | 0.03% | 226 |
|
|
2023
Q4 | $400K | Sell |
1,655
-117
| -7% | -$28.3K | 0.03% | 235 |
|
|
2023
Q3 | $445K | Buy |
1,772
+121
| +7% | +$30.4K | 0.03% | 180 |
|
|
2023
Q2 | $406K | Buy |
1,651
+697
| +73% | +$172K | 0.03% | 201 |
|
|
2023
Q1 | $215K | Buy |
954
+117
| +14% | +$26.4K | 0.02% | 303 |
|
|
2022
Q4 | $194K | Buy |
837
+47
| +6% | +$10.9K | 0.02% | 305 |
|
|
2022
Q3 | $181K | Buy |
790
+625
| +379% | +$143K | 0.02% | 291 |
|
|
2022
Q2 | $38K | Sell |
165
-19
| -10% | -$4.38K | ﹤0.01% | 622 |
|
|
2022
Q1 | $42K | Buy |
+184
| New | +$42K | ﹤0.01% | 580 |
|
|
2021
Q1 | – | Sell |
-16
| Closed | -$4K | – | 1357 |
|
|
2020
Q4 | $4K | Sell |
16
-117
| -88% | -$29.3K | ﹤0.01% | 875 |
|
|
2020
Q3 | $25K | Sell |
133
-29
| -18% | -$5.45K | ﹤0.01% | 487 |
|
|
2020
Q2 | $28K | Buy |
162
+74
| +84% | +$12.8K | 0.01% | 441 |
|
|
2020
Q1 | $13K | Buy |
88
+70
| +389% | +$10.3K | ﹤0.01% | 511 |
|
|
2019
Q4 | $3K | Buy |
18
+12
| +200% | +$2K | ﹤0.01% | 653 |
|
|
2019
Q3 | $1K | Buy |
+6
| New | +$1K | ﹤0.01% | 461 |
|