Lee, Danner & Bass’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 | $2.6M | Sell |
15,985
-540
| -3% | -$87.8K | 0.2% | 88 |
|
|
2025
Q1 | $3.03M | Sell |
16,525
-1,486
| -8% | -$273K | 0.25% | 81 |
|
|
2024
Q4 | $3.98M | Sell |
18,011
-419
| -2% | -$92.6K | 0.32% | 70 |
|
|
2024
Q3 | $4.75M | Buy |
18,430
+805
| +5% | +$207K | 0.33% | 60 |
|
|
2024
Q2 | $4.54M | Buy |
+17,625
| New | +$4.54M | 0.35% | 59 |
|
|
2023
Q4 | $3.28M | Hold |
13,555
| – | – | 0.28% | 81 |
|
|
2023
Q3 | $3.41M | Buy |
13,555
+3,685
| +37% | +$926K | 0.31% | 71 |
|
|
2023
Q2 | $2.43M | Buy |
9,870
+30
| +0.3% | +$7.38K | 0.21% | 86 |
|
|
2023
Q1 | $2.22M | Sell |
9,840
-865
| -8% | -$195K | 0.2% | 92 |
|
|
2022
Q4 | $2.48M | Buy |
10,705
+4,331
| +68% | +$1M | 0.23% | 85 |
|
|
2022
Q3 | $1.46M | Buy |
6,374
+63
| +1% | +$14.5K | 0.15% | 105 |
|
|
2022
Q2 | $1.47M | Buy |
6,311
+345
| +6% | +$80.4K | 0.15% | 105 |
|
|
2022
Q1 | $1.37M | Buy |
5,966
+785
| +15% | +$181K | 0.12% | 110 |
|
|
2021
Q4 | $1.3M | Buy |
5,181
+1,011
| +24% | +$254K | 0.11% | 111 |
|
|
2021
Q3 | $879K | Buy |
4,170
+125
| +3% | +$26.3K | 0.08% | 128 |
|
|
2021
Q2 | $946K | Buy |
4,045
+43
| +1% | +$10.1K | 0.09% | 123 |
|
|
2021
Q1 | $912K | Buy |
+4,002
| New | +$912K | 0.09% | 120 |
|