SIG
Spinnaker Investment Group’s Constellation Brands STZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $250K | Sell |
1,536
-74
| -5% | -$12K | 0.06% | 88 |
|
|
2025
Q1 | $295K | Buy |
1,610
+12
| +0.8% | +$2.2K | 0.07% | 83 |
|
|
2024
Q4 | $353K | Hold |
1,598
| – | – | 0.09% | 68 |
|
|
2024
Q3 | $412K | Sell |
1,598
-1
| -0.1% | -$258 | 0.1% | 57 |
|
|
2024
Q2 | $411K | Sell |
1,599
-454
| -22% | -$117K | 0.11% | 60 |
|
|
2024
Q1 | $558K | Buy |
2,053
+30
| +1% | +$8.15K | 0.16% | 49 |
|
|
2023
Q4 | $489K | Hold |
2,023
| – | – | 0.15% | 53 |
|
|
2023
Q3 | $508K | Hold |
2,023
| – | – | 0.17% | 50 |
|
|
2023
Q2 | $498K | Hold |
2,023
| – | – | 0.16% | 51 |
|
|
2023
Q1 | $457K | Hold |
2,023
| – | – | 0.16% | 51 |
|
|
2022
Q4 | $469K | Buy |
2,023
+20
| +1% | +$4.63K | 0.17% | 48 |
|
|
2022
Q3 | $461K | Hold |
2,003
| – | – | 0.18% | 45 |
|
|
2022
Q2 | $467K | Buy |
2,003
+2
| +0.1% | +$466 | 0.19% | 45 |
|
|
2022
Q1 | $464K | Hold |
2,001
| – | – | 0.15% | 55 |
|
|
2021
Q4 | $486K | Buy |
+2,001
| New | +$486K | 0.17% | 55 |
|