Marco Investment 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 | $984K | Hold |
6,046
| – | – | 0.08% | 116 |
|
|
2025
Q1 | $1.11M | Sell |
6,046
-1,100
| -15% | -$202K | 0.1% | 114 |
|
|
2024
Q4 | $1.58M | Hold |
7,146
| – | – | 0.14% | 97 |
|
|
2024
Q3 | $1.84M | Sell |
7,146
-5
| -0.1% | -$1.29K | 0.16% | 89 |
|
|
2024
Q2 | $1.84M | Hold |
7,151
| – | – | 0.17% | 89 |
|
|
2024
Q1 | $1.94M | Sell |
7,151
-50
| -0.7% | -$13.6K | 0.18% | 89 |
|
|
2023
Q4 | $1.74M | Hold |
7,201
| – | – | 0.18% | 93 |
|
|
2023
Q3 | $1.81M | Buy |
7,201
+550
| +8% | +$138K | 0.21% | 86 |
|
|
2023
Q2 | $1.64M | Buy |
6,651
+225
| +4% | +$55.4K | 0.18% | 95 |
|
|
2023
Q1 | $1.45M | Sell |
6,426
-545
| -8% | -$123K | 0.16% | 99 |
|
|
2022
Q4 | $1.62M | Hold |
6,971
| – | – | 0.19% | 92 |
|
|
2022
Q3 | $1.6M | Hold |
6,971
| – | – | 0.2% | 90 |
|
|
2022
Q2 | $1.63M | Buy |
6,971
+316
| +5% | +$73.7K | 0.19% | 93 |
|
|
2022
Q1 | $1.53M | Hold |
6,655
| – | – | 0.16% | 103 |
|
|
2021
Q4 | $1.67M | Buy |
6,655
+53
| +0.8% | +$13.3K | 0.16% | 99 |
|
|
2021
Q3 | $1.39M | Buy |
6,602
+1,897
| +40% | +$400K | 0.15% | 108 |
|
|
2021
Q2 | $1.1M | Hold |
4,705
| – | – | 0.13% | 113 |
|
|
2021
Q1 | $1.07M | Buy |
4,705
+520
| +12% | +$119K | 0.14% | 107 |
|
|
2020
Q4 | $917K | Hold |
4,185
| – | – | 0.13% | 102 |
|
|
2020
Q3 | $793K | Buy |
4,185
+575
| +16% | +$109K | 0.13% | 100 |
|
|
2020
Q2 | $632K | Buy |
3,610
+475
| +15% | +$83.2K | 0.12% | 105 |
|
|
2020
Q1 | $449K | Sell |
3,135
-545
| -15% | -$78.1K | 0.1% | 113 |
|
|
2019
Q4 | $698K | Buy |
3,680
+595
| +19% | +$113K | 0.11% | 110 |
|
|
2019
Q3 | $639K | Buy |
3,085
+250
| +9% | +$51.8K | 0.11% | 107 |
|
|
2019
Q2 | $558K | Buy |
2,835
+125
| +5% | +$24.6K | 0.1% | 116 |
|
|
2019
Q1 | $475K | Sell |
2,710
-732
| -21% | -$128K | 0.09% | 127 |
|
|
2018
Q4 | $554K | Sell |
3,442
-249
| -7% | -$40.1K | 0.11% | 120 |
|
|
2018
Q3 | $796K | Buy |
3,691
+1,441
| +64% | +$311K | 0.11% | 117 |
|
|
2018
Q2 | $492K | Sell |
2,250
-15
| -0.7% | -$3.28K | 0.08% | 139 |
|
|
2018
Q1 | $516K | Buy |
+2,265
| New | +$516K | 0.08% | 138 |
|