Envestnet Portfolio Solutions’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 | $1.57M | Buy |
9,658
+1,434
| +17% | +$233K | 0.01% | 640 |
|
|
2025
Q1 | $1.51M | Sell |
8,224
-11,054
| -57% | -$2.03M | 0.01% | 674 |
|
|
2024
Q4 | $4.26M | Sell |
19,278
-3,526
| -15% | -$779K | 0.01% | 435 |
|
|
2024
Q3 | $5.88M | Buy |
22,804
+73
| +0.3% | +$18.8K | 0.02% | 350 |
|
|
2024
Q2 | $5.85M | Buy |
22,731
+1,563
| +7% | +$402K | 0.02% | 333 |
|
|
2024
Q1 | $5.75M | Buy |
21,168
+2,531
| +14% | +$688K | 0.02% | 343 |
|
|
2023
Q4 | $4.51M | Buy |
18,637
+1,308
| +8% | +$316K | 0.02% | 350 |
|
|
2023
Q3 | $4.36M | Buy |
+17,329
| New | +$4.36M | 0.02% | 346 |
|