Personal CFO Solutions’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 | $346K | Sell |
2,127
-1,181
| -36% | -$192K | 0.06% | 294 |
|
|
2025
Q1 | $607K | Buy |
3,308
+682
| +26% | +$125K | 0.12% | 182 |
|
|
2024
Q4 | $580K | Buy |
2,626
+13
| +0.5% | +$2.87K | 0.11% | 183 |
|
|
2024
Q3 | $673K | Buy |
2,613
+33
| +1% | +$8.5K | 0.09% | 205 |
|
|
2024
Q2 | $664K | Sell |
2,580
-17
| -0.7% | -$4.37K | 0.1% | 192 |
|
|
2024
Q1 | $706K | Buy |
2,597
+170
| +7% | +$46.2K | 0.11% | 194 |
|
|
2023
Q4 | $587K | Buy |
2,427
+19
| +0.8% | +$4.6K | 0.1% | 194 |
|
|
2023
Q3 | $605K | Buy |
2,408
+130
| +6% | +$32.7K | 0.12% | 160 |
|
|
2023
Q2 | $561K | Buy |
2,278
+94
| +4% | +$23.1K | 0.11% | 183 |
|
|
2023
Q1 | $493K | Buy |
2,184
+131
| +6% | +$29.6K | 0.1% | 199 |
|
|
2022
Q4 | $476K | Buy |
2,053
+374
| +22% | +$86.7K | 0.1% | 198 |
|
|
2022
Q3 | $386K | Buy |
1,679
+32
| +2% | +$7.36K | 0.1% | 199 |
|
|
2022
Q2 | $384K | Buy |
1,647
+157
| +11% | +$36.6K | 0.09% | 205 |
|
|
2022
Q1 | $343K | Buy |
1,490
+291
| +24% | +$67K | 0.07% | 283 |
|
|
2021
Q4 | $301K | Buy |
+1,199
| New | +$301K | 0.06% | 320 |
|