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 |
|