Mutual 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 | $1.08M | Sell |
6,126
-683
| -10% | -$120K | 0.03% | 481 |
|
|
2025
Q1 | $1.26M | Buy |
6,809
+2,265
| +50% | +$420K | 0.04% | 390 |
|
|
2024
Q4 | $839K | Buy |
4,544
+2,947
| +185% | +$544K | 0.02% | 537 |
|
|
2024
Q3 | $384K | Sell |
1,597
-19
| -1% | -$4.57K | 0.01% | 803 |
|
|
2024
Q2 | $398K | Sell |
1,616
-35
| -2% | -$8.62K | 0.01% | 788 |
|
|
2024
Q1 | $449K | Buy |
1,651
+27
| +2% | +$7.34K | 0.01% | 729 |
|
|
2023
Q4 | $393K | Sell |
1,624
-53
| -3% | -$12.8K | 0.01% | 726 |
|
|
2023
Q3 | $422K | Buy |
1,677
+8
| +0.5% | +$2.01K | 0.02% | 664 |
|
|
2023
Q2 | $411K | Buy |
1,669
+66
| +4% | +$16.2K | 0.02% | 703 |
|
|
2023
Q1 | $362K | Sell |
1,603
-5
| -0.3% | -$1.13K | 0.01% | 725 |
|
|
2022
Q4 | $373K | Buy |
1,608
+136
| +9% | +$31.5K | 0.02% | 676 |
|
|
2022
Q3 | $338K | Sell |
1,472
-149
| -9% | -$34.2K | 0.02% | 677 |
|
|
2022
Q2 | $378K | Buy |
1,621
+221
| +16% | +$51.5K | 0.03% | 612 |
|
|
2022
Q1 | $323K | Buy |
1,400
+21
| +2% | +$4.85K | 0.02% | 693 |
|
|
2021
Q4 | $346K | Sell |
1,379
-93
| -6% | -$23.3K | 0.02% | 686 |
|
|
2021
Q3 | $310K | Sell |
1,472
-36
| -2% | -$7.58K | 0.02% | 705 |
|
|
2021
Q2 | $353K | Buy |
1,508
+103
| +7% | +$24.1K | 0.02% | 639 |
|
|
2021
Q1 | $320K | Sell |
1,405
-79
| -5% | -$18K | 0.02% | 616 |
|
|
2020
Q4 | $325K | Sell |
1,484
-155
| -9% | -$33.9K | 0.02% | 581 |
|
|
2020
Q3 | $311K | Buy |
1,639
+140
| +9% | +$26.6K | 0.03% | 531 |
|
|
2020
Q2 | $262K | Buy |
1,499
+3
| +0.2% | +$524 | 0.03% | 534 |
|
|
2020
Q1 | $214K | Sell |
1,496
-456
| -23% | -$65.2K | 0.03% | 485 |
|
|
2019
Q4 | $370K | Buy |
1,952
+861
| +79% | +$163K | 0.04% | 418 |
|
|
2019
Q3 | $226K | Buy |
1,091
+71
| +7% | +$14.7K | 0.03% | 474 |
|
|
2019
Q2 | $201K | Buy |
+1,020
| New | +$201K | 0.03% | 532 |
|