Hazlett, Burt & Watson’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 | $137K | Sell |
847
-621
| -42% | -$100K | 0.06% | 241 |
|
|
2025
Q1 | $268K | Sell |
1,468
-485
| -25% | -$88.5K | 0.12% | 159 |
|
|
2024
Q4 | $433K | Sell |
1,953
-350
| -15% | -$77.6K | 0.19% | 113 |
|
|
2024
Q3 | $594K | Buy |
2,303
+1,333
| +137% | +$344K | 0.27% | 77 |
|
|
2024
Q2 | $251K | Buy |
970
+7
| +0.7% | +$1.81K | 0.13% | 156 |
|
|
2024
Q1 | $261K | Hold |
963
| – | – | 0.16% | 140 |
|
|
2023
Q4 | $232K | Buy |
963
+75
| +8% | +$18.1K | 0.16% | 139 |
|
|
2023
Q3 | $225K | Sell |
888
-652
| -42% | -$165K | 0.17% | 132 |
|
|
2023
Q2 | $379K | Buy |
1,540
+3
| +0.2% | +$738 | 0.28% | 71 |
|
|
2023
Q1 | $347K | Buy |
1,537
+2
| +0.1% | +$452 | 0.28% | 77 |
|
|
2022
Q4 | $356K | Sell |
1,535
-100
| -6% | -$23.2K | 0.31% | 71 |
|
|
2022
Q3 | $374K | Buy |
1,635
+2
| +0.1% | +$457 | 0.36% | 51 |
|
|
2022
Q2 | $381K | Buy |
1,633
+2
| +0.1% | +$467 | 0.35% | 58 |
|
|
2022
Q1 | $376K | Buy |
+1,631
| New | +$376K | 0.3% | 69 |
|