Ironwood Investment Counsel’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 |
-1,291
| Closed | -$237K | – | 270 |
|
|
2025
Q1 | $237K | Sell |
1,291
-95
| -7% | -$17.4K | 0.04% | 218 |
|
|
2024
Q4 | $306K | Sell |
1,386
-225
| -14% | -$49.7K | 0.05% | 202 |
|
|
2024
Q3 | $415K | Sell |
1,611
-636
| -28% | -$164K | 0.07% | 183 |
|
|
2024
Q2 | $201K | Buy |
2,247
+534
| +31% | +$47.8K | 0.04% | 250 |
|
|
2024
Q1 | $466K | Sell |
1,713
-238
| -12% | -$64.7K | 0.08% | 172 |
|
|
2023
Q4 | $472K | Sell |
1,951
-73
| -4% | -$17.7K | 0.09% | 168 |
|
|
2023
Q3 | $509K | Buy |
+2,024
| New | +$509K | 0.11% | 159 |
|