Morningstar Investment Management’s Constellation Brands STZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-2,639
| Closed | -$679K | – | 241 |
|
|
2024
Q2 | $679K | Hold |
2,639
| – | – | 0.07% | 108 |
|
|
2024
Q1 | $717K | Hold |
2,639
| – | – | 0.08% | 107 |
|
|
2023
Q4 | $638K | Buy |
2,639
+65
| +3% | +$15.7K | 0.07% | 110 |
|
|
2023
Q3 | $647K | Hold |
2,574
| – | – | 0.09% | 84 |
|
|
2023
Q2 | $634K | Buy |
+2,574
| New | +$634K | 0.08% | 88 |
|