Focus Partners Wealth’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 | $3.06M | Sell |
18,829
-686
| -4% | -$112K | 0.01% | 795 |
|
|
2025
Q1 | $3.58M | Sell |
19,515
-107,234
| -85% | -$19.7M | 0.01% | 716 |
|
|
2024
Q4 | $28M | Buy |
126,749
+107,518
| +559% | +$23.8M | 0.07% | 251 |
|
|
2024
Q3 | $4.96M | Sell |
19,231
-93,759
| -83% | -$24.2M | 0.02% | 560 |
|
|
2024
Q2 | $29.1M | Buy |
112,990
+106,391
| +1,612% | +$27.4M | 0.1% | 199 |
|
|
2024
Q1 | $1.79M | Buy |
6,599
+3,967
| +151% | +$1.08M | 0.01% | 506 |
|
|
2023
Q4 | $636K | Buy |
+2,632
| New | +$636K | 0.01% | 536 |
|