Regatta Capital 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 | $279K | Buy |
1,717
+11
| +0.6% | +$1.79K | 0.05% | 182 |
|
2025
Q1 | $313K | Buy |
1,706
+786
| +85% | +$144K | 0.06% | 155 |
|
2024
Q4 | $203K | Buy |
920
+21
| +2% | +$4.64K | 0.04% | 182 |
|
2024
Q3 | $232K | Buy |
899
+20
| +2% | +$5.15K | 0.05% | 175 |
|
2024
Q2 | $226K | Sell |
879
-103
| -10% | -$26.5K | 0.05% | 169 |
|
2024
Q1 | $267K | Buy |
982
+25
| +3% | +$6.79K | 0.06% | 157 |
|
2023
Q4 | $231K | Buy |
957
+7
| +0.7% | +$1.69K | 0.06% | 152 |
|
2023
Q3 | $239K | Sell |
950
-15
| -2% | -$3.77K | 0.08% | 145 |
|
2023
Q2 | $238K | Buy |
+965
| New | +$238K | 0.08% | 151 |
|