OFI Invest Asset 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 | $5.35M | Buy |
38,596
+239
| +0.6% | +$33.1K | 0.13% | 88 |
|
|
2025
Q1 | $6.52M | Sell |
38,357
-109,967
| -74% | -$18.7M | 0.17% | 83 |
|
|
2024
Q4 | $31.7M | Buy |
+148,324
| New | +$31.7M | 0.75% | 43 |
|
|
2024
Q2 | $34M | Sell |
141,565
-5,326
| -4% | -$1.28M | 0.9% | 31 |
|
|
2024
Q1 | $37M | Buy |
146,891
+38,342
| +35% | +$9.65M | 1% | 28 |
|
|
2023
Q4 | $23.8M | Sell |
108,549
-1,538
| -1% | -$337K | 0.8% | 45 |
|
|
2023
Q3 | $26.1M | Buy |
110,087
+44,887
| +69% | +$10.7M | 0.94% | 36 |
|
|
2023
Q2 | $16M | Buy |
+65,200
| New | +$16M | 0.64% | 55 |
|