SIA
Schear Investment Advisers’s Constellation Brands STZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,175
| Closed | -$399K | – | 92 |
|
|
2025
Q1 | $399K | Sell |
2,175
-1,557
| -42% | -$286K | 0.23% | 76 |
|
|
2024
Q4 | $825K | Sell |
3,732
-409
| -10% | -$90.4K | 0.44% | 62 |
|
|
2024
Q3 | $1.07M | Buy |
4,141
+444
| +12% | +$114K | 0.66% | 53 |
|
|
2024
Q2 | $951K | Buy |
3,697
+960
| +35% | +$247K | 0.69% | 51 |
|
|
2024
Q1 | $744K | Buy |
2,737
+215
| +9% | +$58.4K | 0.6% | 59 |
|
|
2023
Q4 | $610K | Buy |
2,522
+44
| +2% | +$10.6K | 0.59% | 50 |
|
|
2023
Q3 | $623K | Sell |
2,478
-255
| -9% | -$64.1K | 0.67% | 47 |
|
|
2023
Q2 | $673K | Sell |
2,733
-20
| -0.7% | -$4.92K | 0.71% | 47 |
|
|
2023
Q1 | $622K | Buy |
2,753
+71
| +3% | +$16K | 0.74% | 51 |
|
|
2022
Q4 | $622K | Buy |
+2,682
| New | +$622K | 0.77% | 49 |
|