NEOS 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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.48M | Buy |
9,116
+1,789
| +24% | +$291K | 0.02% | 422 |
|
2025
Q1 | $1.34M | Buy |
7,327
+1,253
| +21% | +$230K | 0.03% | 390 |
|
2024
Q4 | $1.34M | Buy |
6,074
+1,238
| +26% | +$274K | 0.03% | 352 |
|
2024
Q3 | $1.25M | Buy |
4,836
+812
| +20% | +$209K | 0.04% | 333 |
|
2024
Q2 | $1.04M | Buy |
4,024
+996
| +33% | +$256K | 0.04% | 321 |
|
2024
Q1 | $823K | Buy |
3,028
+901
| +42% | +$245K | 0.05% | 300 |
|
2023
Q4 | $514K | Buy |
2,127
+625
| +42% | +$151K | 0.05% | 284 |
|
2023
Q3 | $377K | Buy |
+1,502
| New | +$377K | 0.05% | 242 |
|