Kennedy Investment Group’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 | $797K | Sell |
4,901
-83
| -2% | -$13.5K | 0.34% | 69 |
|
|
2025
Q1 | $915K | Sell |
4,984
-228
| -4% | -$41.8K | 0.42% | 60 |
|
|
2024
Q4 | $1.15M | Buy |
5,212
+119
| +2% | +$26.3K | 0.52% | 52 |
|
|
2024
Q3 | $1.31M | Sell |
5,093
-62
| -1% | -$16K | 0.6% | 46 |
|
|
2024
Q2 | $1.33M | Sell |
5,155
-83
| -2% | -$21.4K | 0.67% | 37 |
|
|
2024
Q1 | $1.42M | Sell |
5,238
-5
| -0.1% | -$1.36K | 0.76% | 35 |
|
|
2023
Q4 | $1.27M | Buy |
5,243
+6
| +0.1% | +$1.45K | 0.71% | 38 |
|
|
2023
Q3 | $1.32M | Sell |
5,237
-85
| -2% | -$21.4K | 0.79% | 33 |
|
|
2023
Q2 | $1.31M | Sell |
5,322
-42
| -0.8% | -$10.3K | 0.77% | 36 |
|
|
2023
Q1 | $1.21M | Sell |
5,364
-125
| -2% | -$28.2K | 0.74% | 39 |
|
|
2022
Q4 | $1.27M | Buy |
+5,489
| New | +$1.27M | 0.81% | 37 |
|