Savant Capital’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 | $593K | Buy |
3,644
+94
| +3% | +$15.3K | ﹤0.01% | 1012 |
|
|
2025
Q1 | $652K | Sell |
3,550
-211
| -6% | -$38.7K | ﹤0.01% | 897 |
|
|
2024
Q4 | $831K | Buy |
3,761
+558
| +17% | +$123K | 0.01% | 711 |
|
|
2024
Q3 | $825K | Buy |
3,203
+1,675
| +110% | +$432K | 0.01% | 708 |
|
|
2024
Q2 | $393K | Sell |
1,528
-1,250
| -45% | -$322K | ﹤0.01% | 877 |
|
|
2024
Q1 | $755K | Buy |
2,778
+109
| +4% | +$29.6K | 0.01% | 626 |
|
|
2023
Q4 | $645K | Sell |
2,669
-1
| -0% | -$242 | 0.01% | 509 |
|
|
2023
Q3 | $671K | Buy |
2,670
+152
| +6% | +$38.2K | 0.01% | 471 |
|
|
2023
Q2 | $620K | Buy |
+2,518
| New | +$620K | 0.01% | 468 |
|