Oak Harvest Investment Services’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 | $1.34M | Sell |
8,227
-477
| -5% | -$77.6K | 0.17% | 102 |
|
|
2025
Q1 | $1.6M | Sell |
8,704
-979
| -10% | -$180K | 0.22% | 89 |
|
|
2024
Q4 | $2.14M | Sell |
9,683
-2,020
| -17% | -$446K | 0.3% | 81 |
|
|
2024
Q3 | $3.02M | Sell |
11,703
-1,913
| -14% | -$493K | 0.43% | 66 |
|
|
2024
Q2 | $3.5M | Sell |
13,616
-1,820
| -12% | -$468K | 0.54% | 52 |
|
|
2024
Q1 | $4.19M | Sell |
15,436
-2,525
| -14% | -$686K | 0.68% | 47 |
|
|
2023
Q4 | $4.34M | Sell |
17,961
-3,280
| -15% | -$793K | 0.87% | 41 |
|
|
2023
Q3 | $5.34M | Sell |
21,241
-3,577
| -14% | -$899K | 1.13% | 38 |
|
|
2023
Q2 | $6.11M | Sell |
24,818
-4,797
| -16% | -$1.18M | 1.37% | 27 |
|
|
2023
Q1 | $6.69M | Buy |
29,615
+1,557
| +6% | +$352K | 1.54% | 17 |
|
|
2022
Q4 | $6.5M | Sell |
28,058
-797
| -3% | -$185K | 1.69% | 17 |
|
|
2022
Q3 | $6.63M | Buy |
28,855
+942
| +3% | +$216K | 1.77% | 15 |
|
|
2022
Q2 | $6.51M | Buy |
27,913
+1,149
| +4% | +$268K | 1.75% | 18 |
|
|
2022
Q1 | $6.16M | Sell |
26,764
-871
| -3% | -$201K | 1.53% | 25 |
|
|
2021
Q4 | $6.94M | Buy |
27,635
+1,388
| +5% | +$348K | 1.72% | 18 |
|
|
2021
Q3 | $5.53M | Buy |
26,247
+3,714
| +16% | +$783K | 1.61% | 20 |
|
|
2021
Q2 | $5.27M | Buy |
22,533
+1,724
| +8% | +$403K | 1.74% | 18 |
|
|
2021
Q1 | $4.75M | Buy |
20,809
+1,689
| +9% | +$385K | 1.82% | 15 |
|
|
2020
Q4 | $4.19M | Buy |
+19,120
| New | +$4.19M | 1.8% | 18 |
|