MONECO 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 | $268K | Buy |
1,650
+10
| +0.6% | +$1.63K | 0.03% | 405 |
|
|
2025
Q1 | $301K | Buy |
1,640
+349
| +27% | +$64.1K | 0.03% | 360 |
|
|
2024
Q4 | $285K | Buy |
1,291
+72
| +6% | +$15.9K | 0.03% | 378 |
|
|
2024
Q3 | $314K | Sell |
1,219
-27
| -2% | -$6.96K | 0.04% | 333 |
|
|
2024
Q2 | $321K | Buy |
1,246
+25
| +2% | +$6.43K | 0.05% | 309 |
|
|
2024
Q1 | $332K | Sell |
1,221
-569
| -32% | -$155K | 0.05% | 301 |
|
|
2023
Q4 | $433K | Buy |
1,790
+4
| +0.2% | +$967 | 0.08% | 232 |
|
|
2023
Q3 | $449K | Buy |
1,786
+31
| +2% | +$7.79K | 0.12% | 196 |
|
|
2023
Q2 | $432K | Sell |
1,755
-124
| -7% | -$30.5K | 0.12% | 193 |
|
|
2023
Q1 | $424K | Buy |
1,879
+4
| +0.2% | +$904 | 0.12% | 189 |
|
|
2022
Q4 | $435K | Sell |
1,875
-99
| -5% | -$22.9K | 0.16% | 147 |
|
|
2022
Q3 | $453K | Sell |
1,974
-49
| -2% | -$11.2K | 0.18% | 129 |
|
|
2022
Q2 | $472K | Sell |
2,023
-24
| -1% | -$5.6K | 0.18% | 129 |
|
|
2022
Q1 | $472K | Buy |
2,047
+68
| +3% | +$15.7K | 0.17% | 127 |
|
|
2021
Q4 | $471K | Sell |
1,979
-155
| -7% | -$36.9K | 0.18% | 129 |
|
|
2021
Q3 | $450K | Sell |
2,134
-15
| -0.7% | -$3.16K | 0.18% | 127 |
|
|
2021
Q2 | $503K | Buy |
2,149
+16
| +0.8% | +$3.75K | 0.23% | 104 |
|
|
2021
Q1 | $486K | Buy |
+2,133
| New | +$486K | 0.24% | 101 |
|
|
2019
Q1 | – | Sell |
-1,501
| Closed | -$241K | – | 137 |
|
|
2018
Q4 | $241K | Buy |
+1,501
| New | +$241K | 0.28% | 80 |
|