Mayflower Financial Advisors’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 |
-1,497
| Closed | -$331K | – | 394 |
|
|
2024
Q4 | $331K | Sell |
1,497
-19
| -1% | -$4.2K | 0.05% | 281 |
|
|
2024
Q3 | $391K | Sell |
1,516
-30
| -2% | -$7.73K | 0.06% | 254 |
|
|
2024
Q2 | $398K | Buy |
1,546
+9
| +0.6% | +$2.32K | 0.07% | 245 |
|
|
2024
Q1 | $418K | Sell |
1,537
-42
| -3% | -$11.4K | 0.07% | 237 |
|
|
2023
Q4 | $382K | Sell |
1,579
-27
| -2% | -$6.53K | 0.05% | 232 |
|
|
2023
Q3 | $404K | Sell |
1,606
-273
| -15% | -$68.6K | 0.06% | 215 |
|
|
2023
Q2 | $462K | Buy |
1,879
+8
| +0.4% | +$1.97K | 0.06% | 213 |
|
|
2023
Q1 | $423K | Buy |
1,871
+6
| +0.3% | +$1.36K | 0.06% | 228 |
|
|
2022
Q4 | $432K | Sell |
1,865
-5
| -0.3% | -$1.16K | 0.06% | 218 |
|
|
2022
Q3 | $430K | Buy |
1,870
+2
| +0.1% | +$460 | 0.07% | 208 |
|
|
2022
Q2 | $435K | Sell |
1,868
-23
| -1% | -$5.36K | 0.07% | 205 |
|
|
2022
Q1 | $435K | Sell |
1,891
-2
| -0.1% | -$460 | 0.06% | 222 |
|
|
2021
Q4 | $475K | Sell |
1,893
-22
| -1% | -$5.52K | 0.06% | 198 |
|
|
2021
Q3 | $414K | Buy |
1,915
+103
| +6% | +$22.3K | 0.06% | 214 |
|
|
2021
Q2 | $424K | Buy |
1,812
+26
| +1% | +$6.08K | 0.06% | 189 |
|
|
2021
Q1 | $407K | Buy |
1,786
+2
| +0.1% | +$456 | 0.06% | 188 |
|
|
2020
Q4 | $391K | Buy |
+1,784
| New | +$391K | 0.07% | 166 |
|