Hunter Associates 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
Q1 | – | Sell |
-5,103
| Closed | -$1.14M | – | 258 |
|
|
2024
Q4 | $1.14M | Buy |
5,103
+28
| +0.6% | +$6.24K | 0.17% | 115 |
|
|
2024
Q3 | $1.31M | Buy |
5,075
+270
| +6% | +$69.9K | 0.2% | 112 |
|
|
2024
Q2 | $1.24M | Buy |
4,805
+231
| +5% | +$59.6K | 0.21% | 111 |
|
|
2024
Q1 | $1.24M | Buy |
4,574
+653
| +17% | +$178K | 0.21% | 113 |
|
|
2023
Q4 | $949K | Buy |
3,921
+753
| +24% | +$182K | 0.17% | 118 |
|
|
2023
Q3 | $806K | Buy |
+3,168
| New | +$806K | 0.16% | 119 |
|
|
2019
Q4 | – | Sell |
-1,900
| Closed | -$394K | – | 176 |
|
|
2019
Q3 | $394K | Hold |
1,900
| – | – | 0.14% | 114 |
|
|
2019
Q2 | $374K | Hold |
1,900
| – | – | 0.13% | 117 |
|
|
2019
Q1 | $333K | Buy |
1,900
+250
| +15% | +$43.8K | 0.12% | 124 |
|
|
2018
Q4 | $265K | Hold |
1,650
| – | – | 0.11% | 128 |
|
|
2018
Q3 | $356K | Hold |
1,650
| – | – | 0.12% | 120 |
|
|
2018
Q2 | $361K | Buy |
+1,650
| New | +$361K | 0.13% | 121 |
|