Mattson Financial Services’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
$765K Buy
4,702
+35
+0.7% +$5.69K 0.21% 123
2025
Q1
$857K Buy
4,667
+1,205
+35% +$221K 0.26% 116
2024
Q4
$892K Sell
3,462
-1,182
-25% -$305K 0.28% 114
2024
Q3
$1.19M Sell
4,644
-33
-0.7% -$8.49K 0.43% 87
2024
Q2
$1.2M Buy
+4,677
New +$1.2M 0.43% 86