Integrated Advisors Network’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 |
-1,217
| Closed | -$223K | – | 790 |
|
|
2025
Q1 | $223K | Buy |
+1,217
| New | +$223K | 0.01% | 660 |
|
|
2024
Q4 | – | Sell |
-955
| Closed | -$246K | – | 743 |
|
|
2024
Q3 | $246K | Buy |
955
+2
| +0.2% | +$515 | 0.01% | 636 |
|
|
2024
Q2 | $245K | Sell |
953
-123
| -11% | -$31.7K | 0.01% | 608 |
|
|
2024
Q1 | $292K | Sell |
1,076
-118
| -10% | -$32.1K | 0.01% | 593 |
|
|
2023
Q4 | $289K | Buy |
1,194
+55
| +5% | +$13.3K | 0.02% | 563 |
|
|
2023
Q3 | $286K | Sell |
1,139
-5
| -0.4% | -$1.26K | 0.02% | 542 |
|
|
2023
Q2 | $282K | Sell |
1,144
-18
| -2% | -$4.43K | 0.02% | 560 |
|
|
2023
Q1 | $262K | Buy |
1,162
+259
| +29% | +$58.5K | 0.02% | 576 |
|
|
2022
Q4 | $209K | Buy |
+903
| New | +$209K | 0.01% | 585 |
|