Kraematon Investment Advisors’s Constellation Brands STZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-962
| Closed | -$213K | – | 96 |
|
|
2024
Q4 | $213K | Sell |
962
-123
| -11% | -$27.2K | 0.21% | 83 |
|
|
2024
Q3 | $280K | Buy |
1,085
+2
| +0.2% | +$515 | 0.27% | 71 |
|
|
2024
Q2 | $279K | Buy |
1,083
+2
| +0.2% | +$515 | 0.28% | 72 |
|
|
2024
Q1 | $294K | Sell |
1,081
-74
| -6% | -$20.1K | 0.3% | 70 |
|
|
2023
Q4 | $279K | Buy |
1,155
+2
| +0.2% | +$483 | 0.31% | 70 |
|
|
2023
Q3 | $290K | Sell |
1,153
-99
| -8% | -$24.9K | 0.36% | 64 |
|
|
2023
Q2 | $308K | Buy |
1,252
+2
| +0.2% | +$492 | 0.34% | 64 |
|
|
2023
Q1 | $282K | Buy |
1,250
+2
| +0.2% | +$452 | 0.33% | 68 |
|
|
2022
Q4 | $289K | Buy |
1,248
+1
| +0.1% | +$232 | 0.31% | 69 |
|
|
2022
Q3 | $286K | Buy |
1,247
+1
| +0.1% | +$229 | 0.37% | 67 |
|
|
2022
Q2 | $290K | Buy |
1,246
+1
| +0.1% | +$233 | 0.34% | 67 |
|
|
2022
Q1 | $287K | Buy |
1,245
+1
| +0.1% | +$231 | 0.27% | 78 |
|
|
2021
Q4 | $312K | Buy |
+1,244
| New | +$312K | 0.28% | 77 |
|