Osterweis Capital Management’s Constellation Brands STZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-250
| Closed | -$60.4K | – | 211 |
|
|
2023
Q4 | $60.4K | Hold |
250
| – | – | ﹤0.01% | 162 |
|
|
2023
Q3 | $62.8K | Hold |
250
| – | – | ﹤0.01% | 160 |
|
|
2023
Q2 | $61.5K | Hold |
250
| – | – | ﹤0.01% | 167 |
|
|
2023
Q1 | $56.5K | Hold |
250
| – | – | ﹤0.01% | 165 |
|
|
2022
Q4 | $57.9K | Hold |
250
| – | – | ﹤0.01% | 164 |
|
|
2022
Q3 | $57K | Buy |
+250
| New | +$57K | ﹤0.01% | 159 |
|