Investors Asset Management of Georgia’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 | $281K | Sell |
1,724
-290
| -14% | -$47.2K | 0.13% | 134 |
|
|
2025
Q1 | $370K | Buy |
2,014
+296
| +17% | +$54.3K | 0.19% | 106 |
|
|
2024
Q4 | $380K | Buy |
1,718
+221
| +15% | +$48.8K | 0.19% | 107 |
|
|
2024
Q3 | $386K | Buy |
1,497
+275
| +23% | +$70.9K | 0.18% | 106 |
|
|
2024
Q2 | $314K | Buy |
1,222
+1
| +0.1% | +$257 | 0.15% | 123 |
|
|
2024
Q1 | $332K | Hold |
1,221
| – | – | 0.16% | 116 |
|
|
2023
Q4 | $295K | Buy |
1,221
+1
| +0.1% | +$242 | 0.15% | 122 |
|
|
2023
Q3 | $302K | Sell |
1,220
-20
| -2% | -$4.95K | 0.17% | 120 |
|
|
2023
Q2 | $305K | Buy |
1,240
+1
| +0.1% | +$246 | 0.16% | 122 |
|
|
2023
Q1 | $280K | Sell |
1,239
-49
| -4% | -$11.1K | 0.15% | 131 |
|
|
2022
Q4 | $299K | Buy |
1,288
+50
| +4% | +$11.6K | 0.16% | 133 |
|
|
2022
Q3 | $284K | Sell |
1,238
-19
| -2% | -$4.36K | 0.15% | 132 |
|
|
2022
Q2 | $293K | Sell |
1,257
-85
| -6% | -$19.8K | 0.15% | 126 |
|
|
2022
Q1 | $309K | Sell |
1,342
-49
| -4% | -$11.3K | 0.16% | 134 |
|
|
2021
Q4 | $349K | Hold |
1,391
| – | – | 0.17% | 124 |
|
|
2021
Q3 | $293K | Buy |
1,391
+141
| +11% | +$29.7K | 0.15% | 131 |
|
|
2021
Q2 | $292K | Buy |
+1,250
| New | +$292K | 0.16% | 132 |
|