Portside Wealth Group’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 | $263K | Buy |
+1,614
| New | +$263K | 0.04% | 383 |
|
|
2024
Q3 | – | Sell |
-838
| Closed | -$216K | – | 400 |
|
|
2024
Q2 | $216K | Sell |
838
-26
| -3% | -$6.69K | 0.04% | 328 |
|
|
2024
Q1 | $235K | Sell |
864
-46
| -5% | -$12.5K | 0.04% | 321 |
|
|
2023
Q4 | $220K | Buy |
910
+15
| +2% | +$3.63K | 0.04% | 321 |
|
|
2023
Q3 | $229K | Buy |
895
+22
| +3% | +$5.63K | 0.04% | 296 |
|
|
2023
Q2 | $215K | Buy |
+873
| New | +$215K | 0.04% | 312 |
|