Meridian Investment Counsel’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 | $429K | Buy |
2,640
+165
| +7% | +$26.8K | 0.12% | 155 |
|
|
2025
Q1 | $454K | Sell |
2,475
-250
| -9% | -$45.9K | 0.13% | 147 |
|
|
2024
Q4 | $602K | Hold |
2,725
| – | – | 0.18% | 123 |
|
|
2024
Q3 | $702K | Sell |
2,725
-385
| -12% | -$99.2K | 0.21% | 113 |
|
|
2024
Q2 | $800K | Buy |
3,110
+50
| +2% | +$12.9K | 0.25% | 97 |
|
|
2024
Q1 | $832K | Sell |
3,060
-100
| -3% | -$27.2K | 0.28% | 90 |
|
|
2023
Q4 | $764K | Sell |
3,160
-40
| -1% | -$9.67K | 0.26% | 91 |
|
|
2023
Q3 | $804K | Sell |
3,200
-310
| -9% | -$77.9K | 0.3% | 87 |
|
|
2023
Q2 | $864K | Hold |
3,510
| – | – | 0.31% | 84 |
|
|
2023
Q1 | $793K | Sell |
3,510
-65
| -2% | -$14.7K | 0.3% | 87 |
|
|
2022
Q4 | $829K | Sell |
3,575
-100
| -3% | -$23.2K | 0.33% | 86 |
|
|
2022
Q3 | $844K | Buy |
3,675
+110
| +3% | +$25.3K | 0.38% | 77 |
|
|
2022
Q2 | $831K | Buy |
3,565
+145
| +4% | +$33.8K | 0.34% | 81 |
|
|
2022
Q1 | $788K | Hold |
3,420
| – | – | 0.27% | 96 |
|
|
2021
Q4 | $858K | Buy |
3,420
+55
| +2% | +$13.8K | 0.29% | 94 |
|
|
2021
Q3 | $709K | Buy |
3,365
+25
| +0.7% | +$5.27K | 0.26% | 97 |
|
|
2021
Q2 | $781K | Buy |
3,340
+50
| +2% | +$11.7K | 0.28% | 94 |
|
|
2021
Q1 | $750K | Hold |
3,290
| – | – | 0.29% | 89 |
|
|
2020
Q4 | $721K | Hold |
3,290
| – | – | 0.3% | 85 |
|
|
2020
Q3 | $623K | Buy |
+3,290
| New | +$623K | 0.3% | 81 |
|