Fortis Capital 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 |
-5,839
| Closed | -$1.41M | – | 293 |
|
|
2024
Q4 | $1.41M | Buy |
5,839
+799
| +16% | +$192K | 0.48% | 44 |
|
|
2024
Q3 | $1.3M | Sell |
5,040
-288
| -5% | -$74.2K | 0.43% | 46 |
|
|
2024
Q2 | $1.37M | Buy |
5,328
+3,181
| +148% | +$818K | 0.49% | 36 |
|
|
2024
Q1 | $583K | Buy |
+2,147
| New | +$583K | 0.25% | 73 |
|
|
2023
Q3 | – | Sell |
-988
| Closed | -$243K | – | 118 |
|
|
2023
Q2 | $243K | Buy |
+988
| New | +$243K | 0.14% | 93 |
|