Harbour Trust & Investment 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 | $392K | Sell |
2,410
-3,537
| -59% | -$575K | 0.04% | 122 |
|
2025
Q1 | $1.09M | Sell |
5,947
-26,498
| -82% | -$4.86M | 0.13% | 83 |
|
2024
Q4 | $7.17M | Sell |
32,445
-627
| -2% | -$139K | 0.82% | 39 |
|
2024
Q3 | $8.52M | Sell |
33,072
-444
| -1% | -$114K | 0.97% | 32 |
|
2024
Q2 | $8.62M | Sell |
33,516
-89
| -0.3% | -$22.9K | 1.03% | 28 |
|
2024
Q1 | $9.13M | Buy |
33,605
+876
| +3% | +$238K | 1.15% | 24 |
|
2023
Q4 | $7.91M | Buy |
+32,729
| New | +$7.91M | 1.12% | 30 |
|