Pathstone Holdings’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 | $3.69M | Buy |
22,689
+554
| +3% | +$90.1K | 0.01% | 670 |
|
|
2025
Q1 | $4.06M | Sell |
22,135
-690
| -3% | -$127K | 0.02% | 633 |
|
|
2024
Q4 | $5.03M | Sell |
22,825
-2,108
| -8% | -$465K | 0.02% | 540 |
|
|
2024
Q3 | $6.43M | Buy |
24,933
+1,681
| +7% | +$433K | 0.03% | 471 |
|
|
2024
Q2 | $5.98M | Buy |
23,252
+1,304
| +6% | +$335K | 0.03% | 469 |
|
|
2024
Q1 | $5.96M | Sell |
21,948
-2,122
| -9% | -$577K | 0.03% | 452 |
|
|
2023
Q4 | $5.82M | Buy |
+24,070
| New | +$5.82M | 0.03% | 395 |
|