Oak Thistle LLC’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 |
-3,133
| Closed | -$692K | – | 550 |
|
|
2024
Q4 | $692K | Buy |
+3,133
| New | +$692K | 0.21% | 186 |
|
|
2023
Q4 | – | Sell |
-1,344
| Closed | -$338K | – | 634 |
|
|
2023
Q3 | $338K | Buy |
1,344
+362
| +37% | +$91K | 0.1% | 368 |
|
|
2023
Q2 | $242K | Buy |
+982
| New | +$242K | 0.13% | 294 |
|
|
2023
Q1 | – | Sell |
-1,258
| Closed | -$292K | – | 444 |
|
|
2022
Q4 | $292K | Buy |
+1,258
| New | +$292K | 0.63% | 72 |
|
|
2022
Q2 | – | Sell |
-1,164
| Closed | -$268K | – | 395 |
|
|
2022
Q1 | $268K | Buy |
+1,164
| New | +$268K | 0.14% | 289 |
|