Financial Perspectives’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 | $65.1K | Hold |
400
| – | – | 0.02% | 274 |
|
|
2025
Q1 | $73.4K | Hold |
400
| – | – | 0.03% | 250 |
|
|
2024
Q4 | $88.4K | Hold |
400
| – | – | 0.03% | 233 |
|
|
2024
Q3 | $103K | Hold |
400
| – | – | 0.04% | 207 |
|
|
2024
Q2 | $103K | Hold |
400
| – | – | 0.04% | 200 |
|
|
2024
Q1 | $109K | Hold |
400
| – | – | 0.04% | 198 |
|
|
2023
Q4 | $96.7K | Hold |
400
| – | – | 0.04% | 203 |
|
|
2023
Q3 | $101K | Hold |
400
| – | – | 0.05% | 184 |
|
|
2023
Q2 | $98.5K | Hold |
400
| – | – | 0.04% | 193 |
|
|
2023
Q1 | $90.4K | Hold |
400
| – | – | 0.04% | 194 |
|
|
2022
Q4 | $92.7K | Hold |
400
| – | – | 0.05% | 183 |
|
|
2022
Q3 | $91.9K | Hold |
400
| – | – | 0.05% | 177 |
|
|
2022
Q2 | $93.2K | Hold |
400
| – | – | 0.05% | 177 |
|
|
2022
Q1 | $92.1K | Hold |
400
| – | – | 0.04% | 198 |
|
|
2021
Q4 | $100K | Hold |
400
| – | – | 0.05% | 175 |
|
|
2021
Q3 | $84.3K | Hold |
400
| – | – | 0.04% | 185 |
|
|
2021
Q2 | $93.6K | Sell |
400
-90,800
| -100% | -$21.2M | 0.05% | 192 |
|
|
2021
Q1 | $400K | Buy |
91,200
+90,800
| +22,700% | +$398K | 0.02% | 317 |
|
|
2020
Q4 | $87.6K | Hold |
400
| – | – | 0.05% | 177 |
|
|
2020
Q3 | $75.8K | Hold |
400
| – | – | 0.05% | 163 |
|
|
2020
Q2 | $70K | Hold |
400
| – | – | 0.05% | 162 |
|
|
2020
Q1 | $57.3K | Hold |
400
| – | – | 0.05% | 156 |
|
|
2019
Q4 | $75.9K | Buy |
+400
| New | +$75.9K | 0.05% | 143 |
|