Naviter Wealth’s Constellation Brands STZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,864
| Closed | -$412K | – | 293 |
|
|
2024
Q4 | $412K | Buy |
+1,864
| New | +$412K | 0.05% | 218 |
|
|
2024
Q2 | – | Sell |
-751
| Closed | -$204K | – | 237 |
|
|
2024
Q1 | $204K | Buy |
+751
| New | +$204K | 0.03% | 214 |
|
|
2023
Q4 | – | Sell |
-916
| Closed | -$230K | – | 232 |
|
|
2023
Q3 | $230K | Sell |
916
-63
| -6% | -$15.8K | 0.06% | 186 |
|
|
2023
Q2 | $241K | Buy |
+979
| New | +$241K | 0.06% | 202 |
|