Sandy Cove 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 | $254K | Sell |
1,563
-9
| -0.6% | -$1.46K | 0.09% | 110 |
|
|
2025
Q1 | $289K | Buy |
1,572
+37
| +2% | +$6.79K | 0.12% | 99 |
|
|
2024
Q4 | $339K | Buy |
1,535
+2
| +0.1% | +$442 | 0.13% | 88 |
|
|
2024
Q3 | $395K | Sell |
1,533
-2
| -0.1% | -$515 | 0.16% | 74 |
|
|
2024
Q2 | $395K | Buy |
1,535
+4
| +0.3% | +$1.03K | 0.18% | 75 |
|
|
2024
Q1 | $416K | Buy |
1,531
+20
| +1% | +$5.44K | 0.19% | 77 |
|
|
2023
Q4 | $365K | Buy |
1,511
+6
| +0.4% | +$1.45K | 0.19% | 80 |
|
|
2023
Q3 | $378K | Sell |
1,505
-40
| -3% | -$10.1K | 0.22% | 78 |
|
|
2023
Q2 | $380K | Hold |
1,545
| – | – | 0.22% | 81 |
|
|
2023
Q1 | $349K | Hold |
1,545
| – | – | 0.25% | 63 |
|
|
2022
Q4 | $358K | Hold |
1,545
| – | – | 0.29% | 51 |
|
|
2022
Q3 | $355K | Buy |
1,545
+45
| +3% | +$10.3K | 0.32% | 46 |
|
|
2022
Q2 | $350K | Hold |
1,500
| – | – | 0.32% | 50 |
|
|
2022
Q1 | $345K | Hold |
1,500
| – | – | 0.29% | 51 |
|
|
2021
Q4 | $376K | Buy |
+1,500
| New | +$376K | 0.32% | 50 |
|