Harel Insurance Investments & Financial Services’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 | $138K | Buy |
+850
| New | +$138K | ﹤0.01% | 301 |
|
|
2024
Q3 | – | Sell |
-25,000
| Closed | -$6.43M | – | 573 |
|
|
2024
Q2 | $6.43M | Hold |
25,000
| – | – | 0.12% | 71 |
|
|
2024
Q1 | $6.79M | Hold |
25,000
| – | – | 0.13% | 65 |
|
|
2023
Q4 | $6.04M | Hold |
25,000
| – | – | 0.11% | 86 |
|
|
2023
Q3 | $6.28M | Buy |
+25,000
| New | +$6.28M | 0.12% | 84 |
|
|
2022
Q4 | – | Sell |
-1,400
| Closed | -$327K | – | 740 |
|
|
2022
Q3 | $327K | Buy |
+1,400
| New | +$327K | 0.01% | 256 |
|
|
2021
Q3 | – | Sell |
-3,917
| Closed | -$2.99M | – | 790 |
|
|
2021
Q2 | $2.99M | Buy |
+3,917
| New | +$2.99M | 0.07% | 143 |
|
|
2021
Q1 | – | Sell |
-406
| Closed | -$286K | – | 864 |
|
|
2020
Q4 | $286K | Hold |
406
| – | – | 0.01% | 445 |
|
|
2020
Q3 | $77K | Buy |
+406
| New | +$77K | ﹤0.01% | 413 |
|
|
2016
Q4 | – | Sell |
-540
| Closed | -$90K | – | 445 |
|
|
2016
Q3 | $90K | Sell |
540
-35
| -6% | -$5.83K | 0.01% | 168 |
|
|
2016
Q2 | $95K | Sell |
575
-480
| -45% | -$79.3K | 0.01% | 251 |
|
|
2016
Q1 | $159K | Sell |
1,055
-1,770
| -63% | -$267K | 0.02% | 125 |
|
|
2015
Q4 | $402K | Buy |
+2,825
| New | +$402K | 0.05% | 74 |
|