Principal Securities’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 | $1.67M | Buy |
10,241
+2,012
| +24% | +$327K | 0.03% | 464 |
|
|
2025
Q1 | $1.82M | Hold |
8,229
| – | – | 0.04% | 391 |
|
|
2024
Q4 | $1.82M | Buy |
8,229
+1,533
| +23% | +$339K | 0.04% | 388 |
|
|
2024
Q3 | $1.73M | Buy |
6,696
+2,536
| +61% | +$654K | 0.04% | 390 |
|
|
2024
Q2 | $1.07M | Buy |
4,160
+1,614
| +63% | +$415K | 0.03% | 464 |
|
|
2024
Q1 | $692K | Buy |
2,546
+835
| +49% | +$227K | 0.02% | 549 |
|
|
2023
Q4 | $414K | Buy |
+1,711
| New | +$414K | 0.02% | 679 |
|