Glass Jacobson Investment 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
Q2 | – | Sell |
-76
| Closed | -$16.8K | – | 822 |
|
|
2025
Q1 | $16.8K | Hold |
76
| – | – | 0.01% | 540 |
|
|
2024
Q4 | $16.8K | Buy |
+76
| New | +$16.8K | 0.01% | 540 |
|
|
2024
Q1 | – | Sell |
-45
| Closed | -$10.9K | – | 781 |
|
|
2023
Q4 | $10.9K | Sell |
45
-2
| -4% | -$484 | ﹤0.01% | 514 |
|
|
2023
Q3 | $11.8K | Buy |
47
+44
| +1,467% | +$11.1K | 0.01% | 486 |
|
|
2023
Q2 | $739 | Buy |
+3
| New | +$739 | ﹤0.01% | 726 |
|
|
2022
Q4 | $695 | Buy |
+3
| New | +$695 | ﹤0.01% | 769 |
|