PSI Advisors’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 | – | Sell |
-4
| Closed | -$734 | – | 616 |
|
|
2025
Q1 | $734 | Hold |
4
| – | – | ﹤0.01% | 663 |
|
|
2024
Q4 | $884 | Hold |
4
| – | – | ﹤0.01% | 789 |
|
|
2024
Q3 | $1.03K | Hold |
4
| – | – | ﹤0.01% | 780 |
|
|
2024
Q2 | $1.03K | Hold |
4
| – | – | ﹤0.01% | 758 |
|
|
2024
Q1 | $1.09K | Sell |
4
-5
| -56% | -$1.36K | ﹤0.01% | 697 |
|
|
2023
Q4 | $2.18K | Hold |
9
| – | – | ﹤0.01% | 710 |
|
|
2023
Q3 | $2.26K | Buy |
+9
| New | +$2.26K | ﹤0.01% | 682 |
|
|
2022
Q4 | – | Sell |
-37
| Closed | -$8K | – | 812 |
|
|
2022
Q3 | $8K | Sell |
37
-65
| -64% | -$14.1K | ﹤0.01% | 468 |
|
|
2022
Q2 | $24K | Sell |
102
-7
| -6% | -$1.65K | 0.01% | 332 |
|
|
2022
Q1 | $25K | Hold |
109
| – | – | 0.01% | 343 |
|
|
2021
Q4 | $27K | Hold |
109
| – | – | 0.01% | 354 |
|
|
2021
Q3 | $23K | Buy |
+109
| New | +$23K | 0.01% | 365 |
|
|
2020
Q1 | – | Sell |
-357
| Closed | -$67K | – | 526 |
|
|
2019
Q4 | $67K | Buy |
+357
| New | +$67K | 0.04% | 237 |
|