Koa Wealth Management’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 | $2.81M | Sell |
17,246
-629
| -4% | -$102K | 2.23% | 14 |
|
|
2025
Q1 | $3.28M | Buy |
17,875
+7,340
| +70% | +$1.35M | 2.65% | 11 |
|
|
2024
Q4 | $2.33M | Sell |
10,535
-137
| -1% | -$30.3K | 1.9% | 16 |
|
|
2024
Q3 | $2.75M | Buy |
10,672
+411
| +4% | +$106K | 2.12% | 14 |
|
|
2024
Q2 | $2.64M | Sell |
10,261
-87
| -0.8% | -$22.4K | 2.23% | 13 |
|
|
2024
Q1 | $2.81M | Buy |
10,348
+148
| +1% | +$40.2K | 2.54% | 12 |
|
|
2023
Q4 | $2.47M | Buy |
+10,200
| New | +$2.47M | 2.43% | 12 |
|