Granite Harbor 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 |
-1,125
| Closed | -$206K | – | 120 |
|
|
2025
Q1 | $206K | Buy |
1,125
+138
| +14% | +$25.3K | 0.11% | 106 |
|
|
2024
Q4 | $218K | Buy |
987
+36
| +4% | +$7.95K | 0.12% | 84 |
|
|
2024
Q3 | $245K | Buy |
951
+108
| +13% | +$27.8K | 0.14% | 83 |
|
|
2024
Q2 | $217K | Buy |
843
+83
| +11% | +$21.3K | 0.14% | 79 |
|
|
2024
Q1 | $206K | Buy |
+760
| New | +$206K | 0.14% | 79 |
|
|
2023
Q4 | – | Sell |
-838
| Closed | -$211K | – | 77 |
|
|
2023
Q3 | $211K | Buy |
+838
| New | +$211K | 0.17% | 72 |
|