Leeward Financial Partners’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 |
-931
| Closed | -$206K | – | 95 |
|
|
2024
Q4 | $206K | Buy |
931
+142
| +18% | +$31.4K | 0.07% | 91 |
|
|
2024
Q3 | $203K | Buy |
+789
| New | +$203K | 0.08% | 85 |
|
|
2024
Q1 | – | Sell |
-946
| Closed | -$229K | – | 98 |
|
|
2023
Q4 | $229K | Sell |
946
-10,619
| -92% | -$2.57M | 0.11% | 81 |
|
|
2023
Q3 | $2.91M | Buy |
11,565
+1,355
| +13% | +$341K | 1.61% | 22 |
|
|
2023
Q2 | $2.51M | Buy |
10,210
+525
| +5% | +$129K | 1.44% | 25 |
|
|
2023
Q1 | $2.19M | Buy |
9,685
+663
| +7% | +$150K | 1.34% | 30 |
|
|
2022
Q4 | $2.09M | Buy |
+9,022
| New | +$2.09M | 1.44% | 28 |
|