Moneta Group 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 | $372K | Sell |
2,286
-414
| -15% | -$67.4K | ﹤0.01% | 508 |
|
|
2025
Q1 | $496K | Buy |
2,700
+60
| +2% | +$11K | 0.01% | 422 |
|
|
2024
Q4 | $583K | Sell |
2,640
-135
| -5% | -$29.8K | 0.01% | 376 |
|
|
2024
Q3 | $715K | Sell |
2,775
-272
| -9% | -$70.1K | 0.01% | 335 |
|
|
2024
Q2 | $784K | Sell |
3,047
-132
| -4% | -$34K | 0.01% | 301 |
|
|
2024
Q1 | $864K | Buy |
3,179
+218
| +7% | +$59.2K | 0.01% | 285 |
|
|
2023
Q4 | $716K | Sell |
2,961
-56
| -2% | -$13.5K | 0.01% | 280 |
|
|
2023
Q3 | $758K | Buy |
3,017
+8
| +0.3% | +$2.01K | 0.02% | 255 |
|
|
2023
Q2 | $741K | Sell |
3,009
-626
| -17% | -$154K | 0.02% | 263 |
|
|
2023
Q1 | $821K | Sell |
3,635
-101
| -3% | -$22.8K | 0.02% | 237 |
|
|
2022
Q4 | $865K | Sell |
3,736
-670
| -15% | -$155K | 0.02% | 217 |
|
|
2022
Q3 | $1.01M | Sell |
4,406
-374
| -8% | -$85.9K | 0.04% | 186 |
|
|
2022
Q2 | $1.11M | Buy |
4,780
+443
| +10% | +$103K | 0.04% | 193 |
|
|
2022
Q1 | $999K | Buy |
4,337
+839
| +24% | +$193K | 0.04% | 206 |
|
|
2021
Q4 | $878K | Sell |
3,498
-38
| -1% | -$9.54K | 0.04% | 228 |
|
|
2021
Q3 | $745K | Buy |
3,536
+684
| +24% | +$144K | 0.03% | 227 |
|
|
2021
Q2 | $667K | Buy |
2,852
+1
| +0% | +$234 | 0.03% | 243 |
|
|
2021
Q1 | $650K | Buy |
+2,851
| New | +$650K | 0.03% | 225 |
|
|
2019
Q4 | – | Sell |
-1,013
| Closed | -$210K | – | 284 |
|
|
2019
Q3 | $210K | Buy |
+1,013
| New | +$210K | 0.02% | 238 |
|
|
2018
Q3 | – | Sell |
-113
| Closed | -$25K | – | 353 |
|
|
2018
Q2 | $25K | Buy |
113
+50
| +79% | +$11.1K | ﹤0.01% | 349 |
|
|
2018
Q1 | $14K | Buy |
+63
| New | +$14K | ﹤0.01% | 429 |
|