MMBG Investment 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
Q2 | $5.36M | Sell |
32,971
-897
| -3% | -$146K | 0.53% | 36 |
|
|
2025
Q1 | $6.22M | Buy |
33,868
+7,382
| +28% | +$1.35M | 0.7% | 30 |
|
|
2024
Q4 | $5.85M | Buy |
26,486
+1,450
| +6% | +$320K | 0.62% | 32 |
|
|
2024
Q3 | $6.45M | Buy |
25,036
+942
| +4% | +$243K | 0.67% | 34 |
|
|
2024
Q2 | $6.2M | Hold |
24,094
| – | – | 0.66% | 34 |
|
|
2024
Q1 | $6.55M | Hold |
24,094
| – | – | 0.69% | 28 |
|
|
2023
Q4 | $5.82M | Buy |
24,094
+860
| +4% | +$208K | 0.69% | 34 |
|
|
2023
Q3 | $5.84M | Buy |
23,234
+910
| +4% | +$229K | 0.74% | 30 |
|
|
2023
Q2 | $5.51M | Sell |
22,324
-1,720
| -7% | -$424K | 0.67% | 33 |
|
|
2023
Q1 | $5.43M | Sell |
24,044
-45
| -0.2% | -$10.2K | 0.69% | 31 |
|
|
2022
Q4 | $5.58M | Sell |
24,089
-170
| -0.7% | -$39.4K | 0.74% | 39 |
|
|
2022
Q3 | $5.57M | Hold |
24,259
| – | – | 0.75% | 33 |
|
|
2022
Q2 | $5.65M | Sell |
24,259
-26,502
| -52% | -$6.18M | 0.7% | 33 |
|
|
2022
Q1 | $11.7M | Sell |
50,761
-4,760
| -9% | -$1.1M | 1.22% | 21 |
|
|
2021
Q4 | $13.9M | Buy |
+55,521
| New | +$13.9M | 1.34% | 18 |
|