Rehmann Capital Advisory 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 | $243K | Sell |
1,494
-1,531
| -51% | -$249K | 0.01% | 528 |
|
2025
Q1 | $555K | Sell |
3,025
-856
| -22% | -$157K | 0.04% | 340 |
|
2024
Q4 | $858K | Buy |
3,881
+403
| +12% | +$89.1K | 0.05% | 236 |
|
2024
Q3 | $928K | Buy |
+3,478
| New | +$928K | 0.06% | 224 |
|
2019
Q3 | $154K | Buy |
744
+343
| +86% | +$71.1K | 0.02% | 356 |
|
2019
Q2 | $79K | Sell |
401
-3
| -0.7% | -$591 | 0.01% | 688 |
|
2019
Q1 | $70.8K | Sell |
404
-306
| -43% | -$53.7K | 0.01% | 701 |
|
2018
Q4 | $114K | Sell |
710
-92
| -11% | -$14.8K | 0.02% | 370 |
|
2018
Q3 | $173K | Sell |
802
-7
| -0.9% | -$1.51K | 0.02% | 435 |
|
2018
Q2 | $177K | Buy |
809
+79
| +11% | +$17.3K | 0.03% | 410 |
|
2018
Q1 | $166K | Sell |
730
-938
| -56% | -$213K | 0.03% | 422 |
|
2017
Q4 | $381K | Buy |
1,668
+7
| +0.4% | +$1.6K | 0.06% | 238 |
|
2017
Q3 | $331K | Buy |
1,661
+176
| +12% | +$35.1K | 0.06% | 243 |
|
2017
Q2 | $288K | Buy |
+1,485
| New | +$288K | 0.06% | 261 |
|
2016
Q2 | – | Sell |
-1,585
| Closed | -$239K | – | 391 |
|
2016
Q1 | $239K | Sell |
1,585
-44
| -3% | -$6.64K | 0.05% | 293 |
|
2015
Q4 | $232K | Sell |
1,629
-29
| -2% | -$4.13K | 0.05% | 295 |
|
2015
Q3 | $208K | Buy |
+1,658
| New | +$208K | 0.05% | 295 |
|