Morton Community Bank’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 | $2.34M | Buy |
14,377
+870
| +6% | +$142K | 0.58% | 88 |
|
2025
Q1 | $2.48M | Buy |
13,507
+1,405
| +12% | +$258K | 0.65% | 86 |
|
2024
Q4 | $2.67M | Buy |
12,102
+260
| +2% | +$57.5K | 0.71% | 82 |
|
2024
Q3 | $3.05M | Sell |
11,842
-468
| -4% | -$121K | 0.8% | 77 |
|
2024
Q2 | $3.17M | Buy |
12,310
+858
| +7% | +$221K | 0.89% | 57 |
|
2024
Q1 | $3.11M | Buy |
11,452
+870
| +8% | +$236K | 0.9% | 50 |
|
2023
Q4 | $2.56M | Buy |
+10,582
| New | +$2.56M | 0.84% | 75 |
|