Larson Financial 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 | $588K | Buy |
3,615
+207
| +6% | +$33.7K | 0.02% | 387 |
|
|
2025
Q1 | $625K | Buy |
3,408
+3,337
| +4,700% | +$612K | 0.03% | 338 |
|
|
2024
Q4 | $15.6K | Sell |
71
-19
| -21% | -$4.19K | ﹤0.01% | 1309 |
|
|
2024
Q3 | $23.1K | Buy |
90
+11
| +14% | +$2.83K | ﹤0.01% | 1138 |
|
|
2024
Q2 | $20.2K | Buy |
79
+20
| +34% | +$5.13K | ﹤0.01% | 1046 |
|
|
2024
Q1 | $15.9K | Hold |
59
| – | – | ﹤0.01% | 937 |
|
|
2023
Q4 | $14.2K | Buy |
59
+4
| +7% | +$961 | ﹤0.01% | 932 |
|
|
2023
Q3 | $13.7K | Hold |
55
| – | – | ﹤0.01% | 918 |
|
|
2023
Q2 | $13.4K | Buy |
55
+4
| +8% | +$977 | ﹤0.01% | 846 |
|
|
2023
Q1 | $11.4K | Sell |
51
-35
| -41% | -$7.84K | ﹤0.01% | 889 |
|
|
2022
Q4 | $19.8K | Buy |
86
+78
| +975% | +$18K | ﹤0.01% | 691 |
|
|
2022
Q3 | $2K | Hold |
8
| – | – | ﹤0.01% | 1147 |
|
|
2022
Q2 | $2K | Hold |
8
| – | – | ﹤0.01% | 1063 |
|
|
2022
Q1 | $2K | Hold |
8
| – | – | ﹤0.01% | 938 |
|
|
2021
Q4 | $2K | Hold |
8
| – | – | ﹤0.01% | 973 |
|
|
2021
Q3 | $2K | Hold |
8
| – | – | ﹤0.01% | 796 |
|
|
2021
Q2 | $2K | Hold |
8
| – | – | ﹤0.01% | 738 |
|
|
2021
Q1 | $2K | Sell |
8
-31
| -79% | -$7.75K | ﹤0.01% | 727 |
|
|
2020
Q4 | $9K | Hold |
39
| – | – | ﹤0.01% | 512 |
|
|
2020
Q3 | $7K | Sell |
39
-15
| -28% | -$2.69K | ﹤0.01% | 489 |
|
|
2020
Q2 | $9K | Buy |
54
+2
| +4% | +$333 | ﹤0.01% | 419 |
|
|
2020
Q1 | $7K | Buy |
+52
| New | +$7K | ﹤0.01% | 336 |
|