HKIMG
Hutchens & Kramer Investment Management Group’s Constellation Brands STZ Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-2,224
| Closed | -$408K | – | 176 |
|
2025
Q1 | $408K | Sell |
2,224
-106
| -5% | -$19.5K | 0.22% | 78 |
|
2024
Q4 | $515K | Sell |
2,330
-311
| -12% | -$68.7K | 0.28% | 68 |
|
2024
Q3 | $681K | Sell |
2,641
-368
| -12% | -$94.8K | 0.38% | 54 |
|
2024
Q2 | $771K | Buy |
3,009
+145
| +5% | +$37.2K | 0.43% | 50 |
|
2024
Q1 | $762K | Buy |
2,864
+210
| +8% | +$55.9K | 0.45% | 47 |
|
2023
Q4 | $642K | Sell |
2,654
-341
| -11% | -$82.4K | 0.45% | 49 |
|
2023
Q3 | $745K | Sell |
2,995
-88
| -3% | -$21.9K | 0.59% | 39 |
|
2023
Q2 | $759K | Sell |
3,083
-251
| -8% | -$61.8K | 0.61% | 40 |
|
2023
Q1 | $753K | Sell |
3,334
-2,244
| -40% | -$507K | 0.65% | 41 |
|
2022
Q4 | $1.29M | Sell |
5,578
-142
| -2% | -$32.9K | 0.95% | 31 |
|
2022
Q3 | $1.34M | Buy |
5,720
+922
| +19% | +$216K | 1.1% | 27 |
|
2022
Q2 | $1.13M | Buy |
4,798
+166
| +4% | +$39.1K | 0.83% | 33 |
|
2022
Q1 | $1.08M | Hold |
4,632
| – | – | 0.6% | 44 |
|
2021
Q4 | $1.06M | Buy |
+4,632
| New | +$1.06M | 0.67% | 40 |
|