InceptionR’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 | $1.74M | Buy |
10,718
+5,958
| +125% | +$969K | 0.4% | 38 |
|
|
2025
Q1 | $874K | Buy |
4,760
+52
| +1% | +$9.54K | 0.26% | 139 |
|
|
2024
Q4 | $1.04M | Buy |
+4,708
| New | +$1.04M | 0.23% | 149 |
|
|
2024
Q2 | – | Sell |
-5,800
| Closed | -$1.58M | – | 839 |
|
|
2024
Q1 | $1.58M | Buy |
+5,800
| New | +$1.58M | 0.41% | 42 |
|
|
2023
Q4 | – | Sell |
-2,826
| Closed | -$710K | – | 518 |
|
|
2023
Q3 | $710K | Buy |
+2,826
| New | +$710K | 0.4% | 63 |
|
|
2023
Q2 | – | Sell |
-8,971
| Closed | -$2.03M | – | 603 |
|
|
2023
Q1 | $2.03M | Buy |
+8,971
| New | +$2.03M | 0.65% | 18 |
|