Ritholtz Wealth Management’s Constellation Brands STZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,571
| Closed | -$347K | – | 966 |
|
|
2024
Q4 | $347K | Sell |
1,571
-323
| -17% | -$71.4K | 0.01% | 665 |
|
|
2024
Q3 | $488K | Sell |
1,894
-195
| -9% | -$50.3K | 0.01% | 560 |
|
|
2024
Q2 | $537K | Sell |
2,089
-149
| -7% | -$38.3K | 0.02% | 495 |
|
|
2024
Q1 | $608K | Sell |
2,238
-176
| -7% | -$47.8K | 0.02% | 483 |
|
|
2023
Q4 | $584K | Buy |
2,414
+140
| +6% | +$33.8K | 0.02% | 457 |
|
|
2023
Q3 | $572K | Buy |
+2,274
| New | +$572K | 0.03% | 423 |
|
|
2022
Q4 | – | Sell |
-1,147
| Closed | -$263K | – | 719 |
|
|
2022
Q3 | $263K | Buy |
+1,147
| New | +$263K | 0.01% | 584 |
|