Knollwood Investment Advisory’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 | $856K | Hold |
5,259
| – | – | 0.08% | 205 |
|
2025
Q1 | $965K | Hold |
5,259
| – | – | 0.11% | 186 |
|
2024
Q4 | $1.16M | Hold |
5,259
| – | – | 0.12% | 172 |
|
2024
Q3 | $1.36M | Hold |
5,259
| – | – | 0.15% | 162 |
|
2024
Q2 | $1.35M | Buy |
5,259
+3,101
| +144% | +$798K | 0.15% | 155 |
|
2024
Q1 | $586K | Hold |
2,158
| – | – | 0.11% | 136 |
|
2023
Q4 | $522K | Buy |
+2,158
| New | +$522K | 0.11% | 140 |
|