HeadInvest LLC’s Constellation Brands STZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,410
| Closed | -$312K | – | 240 |
|
|
2024
Q4 | $312K | Sell |
1,410
-674
| -32% | -$149K | 0.06% | 190 |
|
|
2024
Q3 | $537K | Hold |
2,084
| – | – | 0.1% | 141 |
|
|
2024
Q2 | $536K | Sell |
2,084
-76
| -4% | -$19.6K | 0.11% | 135 |
|
|
2024
Q1 | $587K | Buy |
2,160
+293
| +16% | +$79.6K | 0.11% | 129 |
|
|
2023
Q4 | $451K | Buy |
1,867
+924
| +98% | +$223K | 0.09% | 150 |
|
|
2023
Q3 | $234K | Sell |
943
-35
| -4% | -$8.7K | 0.05% | 198 |
|
|
2023
Q2 | $262K | Buy |
978
+5
| +0.5% | +$1.34K | 0.06% | 194 |
|
|
2023
Q1 | $220K | Buy |
+973
| New | +$220K | 0.05% | 210 |
|