IRON Financial’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
$760K Sell
4,671
-11
-0.2% -$1.79K 0.39% 46
2025
Q1
$859K Buy
+4,682
New +$859K 0.48% 38
2024
Q1
Sell
-1,751
Closed -$423K 114
2023
Q4
$423K Sell
1,751
-91
-5% -$22K 0.24% 64
2023
Q3
$463K Buy
+1,842
New +$463K 0.27% 59