J. Goldman & Co’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
Hold
0
471
2025
Q1
Hold
0
471
2024
Q3
Sell
-431,859
Closed -$111M 467
2024
Q2
$111M Buy
+431,859
New +$111M 3.14% 1
2023
Q2
Sell
-168,223
Closed -$38M 370
2023
Q1
$38M Buy
+168,223
New +$38M 1.54% 7
2016
Q4
Sell
-8,300
Closed -$1.38M 271
2016
Q3
$1.38M Buy
8,300
+1,500
+22% +$250K 0.08% 124
2016
Q2
$1.13M Buy
+6,800
New +$1.13M 0.06% 132