Retirement Planning Company of New England’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 | $548K | Buy |
3,367
+132
| +4% | +$21.5K | 0.24% | 118 |
|
|
2025
Q1 | $594K | Buy |
3,235
+821
| +34% | +$151K | 0.3% | 107 |
|
|
2024
Q4 | $534K | Buy |
2,414
+299
| +14% | +$66.1K | 0.26% | 113 |
|
|
2024
Q3 | $545K | Buy |
2,115
+234
| +12% | +$60.3K | 0.27% | 109 |
|
|
2024
Q2 | $484K | Sell |
1,881
-183
| -9% | -$47.1K | 0.26% | 106 |
|
|
2024
Q1 | $561K | Sell |
2,064
-10
| -0.5% | -$2.72K | 0.31% | 101 |
|
|
2023
Q4 | $501K | Buy |
2,074
+223
| +12% | +$53.9K | 0.23% | 117 |
|
|
2023
Q3 | $465K | Sell |
1,851
-550
| -23% | -$138K | 0.26% | 109 |
|
|
2023
Q2 | $591K | Sell |
2,401
-98
| -4% | -$24.1K | 0.34% | 94 |
|
|
2023
Q1 | $565K | Buy |
2,499
+171
| +7% | +$38.6K | 0.34% | 101 |
|
|
2022
Q4 | $540K | Sell |
2,328
-6
| -0.3% | -$1.39K | 0.35% | 101 |
|
|
2022
Q3 | $536K | Buy |
2,334
+19
| +0.8% | +$4.36K | 0.39% | 84 |
|
|
2022
Q2 | $539K | Sell |
2,315
-117
| -5% | -$27.2K | 0.37% | 92 |
|
|
2022
Q1 | $560K | Buy |
2,432
+510
| +27% | +$117K | 0.32% | 102 |
|
|
2021
Q4 | $482K | Buy |
+1,922
| New | +$482K | 0.23% | 118 |
|