Rise 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 | $140K | Sell |
861
-50
| -5% | -$8.13K | 0.06% | 123 |
|
|
2025
Q1 | $167K | Buy |
911
+5
| +0.6% | +$918 | 0.07% | 100 |
|
|
2024
Q4 | $200K | Sell |
906
-123
| -12% | -$27.2K | 0.1% | 87 |
|
|
2024
Q3 | $265K | Sell |
1,029
-57
| -5% | -$14.7K | 0.13% | 72 |
|
|
2024
Q2 | $279K | Sell |
1,086
-20
| -2% | -$5.14K | 0.15% | 70 |
|
|
2024
Q1 | $300K | Sell |
1,106
-6
| -0.5% | -$1.63K | 0.16% | 63 |
|
|
2023
Q4 | $269K | Buy |
1,112
+202
| +22% | +$48.8K | 0.19% | 57 |
|
|
2023
Q3 | $229K | Sell |
910
-95
| -9% | -$23.9K | 0.18% | 52 |
|
|
2023
Q2 | $247K | Buy |
1,005
+2
| +0.2% | +$492 | 0.19% | 54 |
|
|
2023
Q1 | $227K | Sell |
1,003
-215
| -18% | -$48.6K | 0.17% | 58 |
|
|
2022
Q4 | $282K | Sell |
1,218
-10
| -0.8% | -$2.32K | 0.23% | 53 |
|
|
2022
Q3 | $282K | Buy |
1,228
+24
| +2% | +$5.51K | 0.23% | 50 |
|
|
2022
Q2 | $281K | Sell |
1,204
-10
| -0.8% | -$2.33K | 0.28% | 47 |
|
|
2022
Q1 | $280K | Buy |
1,214
+13
| +1% | +$3K | 0.25% | 53 |
|
|
2021
Q4 | $301K | Buy |
+1,201
| New | +$301K | 0.29% | 48 |
|