Evergreen 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
Q2
Sell
-1,418
Closed -$260K 1236
2025
Q1
$260K Buy
+1,418
New +$260K 0.01% 838
2022
Q2
Sell
-914
Closed -$211K 675
2022
Q1
$211K Sell
914
-39
-4% -$9K 0.01% 596
2021
Q4
$239K Buy
+953
New +$239K 0.01% 545