Global Retirement Partners’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 | $331K | Buy |
+2,038
| New | +$331K | 0.01% | 880 |
|
|
2024
Q4 | $537K | Buy |
2,431
+36
| +2% | +$7.96K | 0.02% | 612 |
|
|
2024
Q3 | $617K | Sell |
2,395
-41
| -2% | -$10.6K | 0.02% | 578 |
|
|
2024
Q2 | $627K | Buy |
2,436
+297
| +14% | +$76.4K | 0.02% | 546 |
|
|
2024
Q1 | $581K | Buy |
2,139
+120
| +6% | +$32.6K | 0.02% | 495 |
|
|
2023
Q4 | $516K | Buy |
2,019
+52
| +3% | +$13.3K | 0.02% | 493 |
|
|
2023
Q3 | $490K | Buy |
1,967
+154
| +8% | +$38.4K | 0.02% | 443 |
|
|
2023
Q2 | $446K | Buy |
1,813
+200
| +12% | +$49.2K | 0.02% | 467 |
|
|
2023
Q1 | $364K | Sell |
1,613
-101
| -6% | -$22.8K | 0.02% | 498 |
|
|
2022
Q4 | $397K | Buy |
1,714
+415
| +32% | +$96.2K | 0.03% | 412 |
|
|
2022
Q3 | $321K | Buy |
1,299
+39
| +3% | +$9.64K | 0.02% | 446 |
|
|
2022
Q2 | $294K | Buy |
1,260
+6
| +0.5% | +$1.4K | 0.02% | 466 |
|
|
2022
Q1 | $306K | Buy |
+1,254
| New | +$306K | 0.02% | 463 |
|
|
2021
Q4 | – | Sell |
-803
| Closed | -$169K | – | 1606 |
|
|
2021
Q3 | $169K | Buy |
803
+44
| +6% | +$9.26K | 0.02% | 506 |
|
|
2021
Q2 | $178K | Buy |
759
+43
| +6% | +$10.1K | 0.02% | 483 |
|
|
2021
Q1 | $163K | Sell |
716
-393
| -35% | -$89.5K | 0.02% | 451 |
|
|
2020
Q4 | $243K | Buy |
1,109
+27
| +2% | +$5.92K | 0.03% | 362 |
|
|
2020
Q3 | $205K | Buy |
1,082
+2
| +0.2% | +$379 | 0.03% | 359 |
|
|
2020
Q2 | $189K | Sell |
1,080
-14
| -1% | -$2.45K | 0.03% | 363 |
|
|
2020
Q1 | $157K | Buy |
1,094
+23
| +2% | +$3.3K | 0.03% | 358 |
|
|
2019
Q4 | $203K | Buy |
1,071
+171
| +19% | +$32.4K | 0.03% | 366 |
|
|
2019
Q3 | $186K | Sell |
900
-253
| -22% | -$52.3K | 0.03% | 377 |
|
|
2019
Q2 | $227K | Buy |
1,153
+942
| +446% | +$185K | 0.04% | 325 |
|
|
2019
Q1 | $37K | Buy |
211
+90
| +74% | +$15.8K | 0.01% | 631 |
|
|
2018
Q4 | $19K | Buy |
121
+4
| +3% | +$628 | ﹤0.01% | 767 |
|
|
2018
Q3 | $25K | Sell |
117
-45
| -28% | -$9.62K | 0.01% | 748 |
|
|
2018
Q2 | $35K | Buy |
+162
| New | +$35K | 0.01% | 633 |
|