Plimoth Trust’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 | $1.74M | Buy |
10,701
+1,405
| +15% | +$229K | 0.42% | 68 |
|
|
2025
Q1 | $1.71M | Buy |
9,296
+2,436
| +36% | +$447K | 0.44% | 68 |
|
|
2024
Q4 | $1.52M | Buy |
6,860
+261
| +4% | +$57.7K | 0.39% | 68 |
|
|
2024
Q3 | $1.7M | Buy |
6,599
+1,252
| +23% | +$323K | 0.43% | 69 |
|
|
2024
Q2 | $1.38M | Buy |
5,347
+200
| +4% | +$51.5K | 0.37% | 73 |
|
|
2024
Q1 | $1.4M | Buy |
5,147
+1,900
| +59% | +$516K | 0.37% | 75 |
|
|
2023
Q4 | $785K | Buy |
+3,247
| New | +$785K | 0.23% | 94 |
|