Merit Financial 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 | $623K | Buy |
3,832
+722
| +23% | +$117K | 0.01% | 999 |
|
2025
Q1 | $571K | Buy |
3,110
+839
| +37% | +$154K | 0.01% | 872 |
|
2024
Q4 | $502K | Buy |
2,271
+1,296
| +133% | +$286K | 0.01% | 728 |
|
2024
Q3 | $251K | Sell |
975
-574
| -37% | -$148K | 0.01% | 718 |
|
2024
Q2 | $399K | Buy |
1,549
+435
| +39% | +$112K | 0.01% | 640 |
|
2024
Q1 | $285K | Buy |
1,114
+104
| +10% | +$26.6K | 0.01% | 729 |
|
2023
Q4 | $244K | Sell |
1,010
-240
| -19% | -$58K | 0.01% | 675 |
|
2023
Q3 | $314K | Buy |
1,250
+183
| +17% | +$46K | 0.01% | 571 |
|
2023
Q2 | $263K | Buy |
+1,067
| New | +$263K | 0.01% | 626 |
|