Inscription Capital’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 | – | Sell |
-1,825
| Closed | -$496K | – | 556 |
|
|
2025
Q1 | $496K | Buy |
+1,825
| New | +$496K | 0.08% | 175 |
|
|
2024
Q3 | $394K | Buy |
1,530
+5
| +0.3% | +$1.29K | 0.06% | 220 |
|
|
2024
Q2 | $392K | Sell |
1,525
-300
| -16% | -$77.2K | 0.06% | 212 |
|
|
2024
Q1 | $496K | Buy |
1,825
+765
| +72% | +$208K | 0.08% | 175 |
|
|
2023
Q4 | $256K | Buy |
1,060
+170
| +19% | +$41.1K | 0.07% | 179 |
|
|
2023
Q3 | $224K | Buy |
890
+10
| +1% | +$2.51K | 0.07% | 169 |
|
|
2023
Q2 | $217K | Buy |
+880
| New | +$217K | 0.07% | 174 |
|
|
2023
Q1 | – | Sell |
-920
| Closed | -$213K | – | 212 |
|
|
2022
Q4 | $213K | Hold |
920
| – | – | 0.07% | 189 |
|
|
2022
Q3 | $211K | Sell |
920
-690
| -43% | -$158K | 0.06% | 182 |
|
|
2022
Q2 | $375K | Buy |
1,610
+720
| +81% | +$168K | 0.07% | 183 |
|
|
2022
Q1 | $205K | Hold |
890
| – | – | 0.06% | 185 |
|
|
2021
Q4 | $223K | Buy |
+890
| New | +$223K | 0.06% | 205 |
|