Plato Investment 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 | $1.21M | Buy |
7,494
+4
| +0.1% | +$648 | 0.09% | 228 |
|
|
2025
Q1 | $1.39M | Buy |
7,490
+15
| +0.2% | +$2.78K | 0.12% | 191 |
|
|
2024
Q4 | $1.66M | Buy |
7,475
+338
| +5% | +$75K | 0.12% | 179 |
|
|
2024
Q3 | $1.84M | Hold |
7,137
| – | – | 0.15% | 163 |
|
|
2024
Q2 | $1.84M | Buy |
7,137
+395
| +6% | +$102K | 0.17% | 132 |
|
|
2024
Q1 | $1.83M | Buy |
6,742
+6,712
| +22,373% | +$1.82M | 0.19% | 129 |
|
|
2023
Q4 | $7.25K | Buy |
+30
| New | +$7.25K | 0.01% | 375 |
|