Forum Financial 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 | $289K | Buy |
1,777
+232
| +15% | +$37.7K | ﹤0.01% | 692 |
|
|
2025
Q1 | $284K | Sell |
1,545
-462
| -23% | -$84.8K | ﹤0.01% | 618 |
|
|
2024
Q4 | $444K | Buy |
2,007
+647
| +48% | +$143K | 0.01% | 426 |
|
|
2024
Q3 | $350K | Sell |
1,360
-2,005
| -60% | -$517K | 0.01% | 451 |
|
|
2024
Q2 | $866K | Sell |
3,365
-1
| -0% | -$257 | 0.02% | 197 |
|
|
2024
Q1 | $915K | Hold |
3,366
| – | – | 0.02% | 202 |
|
|
2023
Q4 | $814K | Buy |
3,366
+274
| +9% | +$66.2K | 0.02% | 193 |
|
|
2023
Q3 | $777K | Buy |
3,092
+2
| +0.1% | +$503 | 0.02% | 191 |
|
|
2023
Q2 | $761K | Buy |
3,090
+33
| +1% | +$8.12K | 0.02% | 200 |
|
|
2023
Q1 | $691K | Sell |
3,057
-630
| -17% | -$142K | 0.02% | 197 |
|
|
2022
Q4 | $854K | Sell |
3,687
-11
| -0.3% | -$2.55K | 0.03% | 154 |
|
|
2022
Q3 | $849K | Sell |
3,698
-1,160
| -24% | -$266K | 0.04% | 132 |
|
|
2022
Q2 | $1.13M | Buy |
4,858
+337
| +7% | +$78.5K | 0.06% | 111 |
|
|
2022
Q1 | $1.04M | Sell |
4,521
-102
| -2% | -$23.5K | 0.05% | 121 |
|
|
2021
Q4 | $1.16M | Buy |
+4,623
| New | +$1.16M | 0.06% | 108 |
|