Rothschild Investment LLC’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 | $9.76K | Sell |
60
-311
| -84% | -$50.6K | ﹤0.01% | 1226 |
|
|
2025
Q1 | $68.1K | Buy |
371
+24
| +7% | +$4.4K | ﹤0.01% | 700 |
|
|
2024
Q4 | $76.7K | Sell |
347
-45
| -11% | -$9.95K | 0.01% | 699 |
|
|
2024
Q3 | $101K | Sell |
392
-16
| -4% | -$4.12K | 0.01% | 643 |
|
|
2024
Q2 | $105K | Buy |
408
+36
| +10% | +$9.26K | 0.01% | 613 |
|
|
2024
Q1 | $101K | Buy |
372
+62
| +20% | +$16.8K | 0.01% | 597 |
|
|
2023
Q4 | $74.9K | Buy |
+310
| New | +$74.9K | 0.01% | 588 |
|
|
2020
Q4 | – | Sell |
-1,415
| Closed | -$268K | – | 468 |
|
|
2020
Q3 | $268K | Sell |
1,415
-100
| -7% | -$18.9K | 0.03% | 353 |
|
|
2020
Q2 | $265K | Sell |
1,515
-1,190
| -44% | -$208K | 0.03% | 338 |
|
|
2020
Q1 | $388K | Sell |
2,705
-41,608
| -94% | -$5.97M | 0.05% | 275 |
|
|
2019
Q4 | $8.41M | Buy |
44,313
+1,553
| +4% | +$295K | 0.84% | 33 |
|
|
2019
Q3 | $8.86M | Buy |
42,760
+60
| +0.1% | +$12.4K | 1.03% | 24 |
|
|
2019
Q2 | $8.41M | Sell |
42,700
-715
| -2% | -$141K | 0.99% | 26 |
|
|
2019
Q1 | $7.61M | Buy |
+43,415
| New | +$7.61M | 0.89% | 35 |
|