Mather 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 | – | Sell |
-362
| Closed | -$66.4K | – | 1593 |
|
|
2025
Q1 | $66.4K | Sell |
362
-279
| -44% | -$51.2K | ﹤0.01% | 848 |
|
|
2024
Q4 | $142K | Sell |
641
-62
| -9% | -$13.7K | ﹤0.01% | 665 |
|
|
2024
Q3 | $181K | Buy |
703
+81
| +13% | +$20.9K | ﹤0.01% | 605 |
|
|
2024
Q2 | $169K | Sell |
622
-32
| -5% | -$8.7K | ﹤0.01% | 655 |
|
|
2024
Q1 | $158K | Buy |
+654
| New | +$158K | ﹤0.01% | 584 |
|
|
2023
Q4 | – | Sell |
-833
| Closed | -$209K | – | 576 |
|
|
2023
Q3 | $209K | Buy |
+833
| New | +$209K | ﹤0.01% | 513 |
|