Shelton Capital Management’s Constellation Brands STZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.15M | Hold |
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|
2025
Q2 | $2.6M | Sell |
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|
2025
Q1 | $2.94M | Hold |
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|
2024
Q4 | $3.54M | Hold |
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|
2024
Q3 | $4.12M | Sell |
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|
2024
Q2 | $4.13M | Buy |
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|
2024
Q1 | $1.24M | Hold |
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|
2023
Q4 | $1.1M | Sell |
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|
2023
Q3 | $1.16M | Buy |
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|
2023
Q2 | $253K | Hold |
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|
2023
Q1 | $232K | Hold |
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|
2022
Q4 | $238K | Hold |
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|
2022
Q3 | $236K | Sell |
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|
2022
Q2 | $258K | Hold |
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|
2022
Q1 | $255K | Hold |
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|
2021
Q4 | $278K | Hold |
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|
2021
Q3 | $234K | Hold |
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|
2021
Q2 | $259K | Hold |
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|
2021
Q1 | $253K | Hold |
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|
2020
Q4 | $243K | Sell |
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|
2020
Q3 | $224K | Hold |
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|
2020
Q2 | $207K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $224K | Buy |
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|
2019
Q3 | $224K | Sell |
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|
2019
Q2 | $292K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $234K | Hold |
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|
2018
Q2 | $237K | Hold |
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|
2018
Q1 | $247K | Hold |
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|
2017
Q4 | $248K | Hold |
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|
2017
Q3 | $216K | Hold |
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|
2017
Q2 | $210K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $314K | Hold |
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|
2016
Q2 | $311K | Buy |
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