Fairfield Financial 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
Q1 | – | Sell |
-222
| Closed | -$49.2K | – | 184 |
|
|
2024
Q4 | $49.2K | Buy |
222
+1
| +0.5% | +$221 | 0.02% | 118 |
|
|
2024
Q3 | $57.1K | Hold |
221
| – | – | 0.02% | 121 |
|
|
2024
Q2 | $56.8K | Buy |
+221
| New | +$56.8K | 0.02% | 118 |
|
|
2023
Q4 | $52.9K | Buy |
219
+1
| +0.5% | +$242 | 0.02% | 132 |
|
|
2023
Q3 | $54.8K | Buy |
218
+1
| +0.5% | +$251 | 0.02% | 123 |
|
|
2023
Q2 | $53.5K | Hold |
217
| – | – | 0.02% | 125 |
|
|
2023
Q1 | $48.7K | Buy |
217
+1
| +0.5% | +$224 | 0.02% | 149 |
|
|
2022
Q4 | $50K | Buy |
216
+1
| +0.5% | +$231 | 0.02% | 128 |
|
|
2022
Q3 | $49.4K | Buy |
215
+1
| +0.5% | +$230 | 0.02% | 116 |
|
|
2022
Q2 | $50K | Hold |
214
| – | – | 0.02% | 113 |
|
|
2022
Q1 | $49.2K | Buy |
+214
| New | +$49.2K | 0.02% | 126 |
|