Shorepoint Capital Partners’s Constellation Brands STZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $1.66M | Sell |
9,023
-4,499
| -33% | -$826K | 0.37% | 70 |
|
|
2024
Q4 | $2.99M | Buy |
13,522
+902
| +7% | +$199K | 0.68% | 56 |
|
|
2024
Q3 | $3.25M | Buy |
12,620
+908
| +8% | +$234K | 0.74% | 52 |
|
|
2024
Q2 | $3.01M | Buy |
11,712
+463
| +4% | +$119K | 0.71% | 56 |
|
|
2024
Q1 | $3.06M | Buy |
11,249
+393
| +4% | +$107K | 0.75% | 53 |
|
|
2023
Q4 | $2.62M | Buy |
10,856
+3,101
| +40% | +$750K | 0.7% | 60 |
|
|
2023
Q3 | $1.95M | Buy |
7,755
+843
| +12% | +$212K | 0.57% | 64 |
|
|
2023
Q2 | $1.7M | Buy |
+6,912
| New | +$1.7M | 0.48% | 65 |
|