SIS
Strategic Investment Solutions’s Constellation Brands STZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $171K | Sell |
1,051
-10
| -0.9% | -$1.63K | 0.05% | 133 |
|
|
2025
Q1 | $195K | Sell |
1,061
-55
| -5% | -$10.1K | 0.06% | 108 |
|
|
2024
Q4 | $247K | Sell |
1,116
-42
| -4% | -$9.28K | 0.08% | 90 |
|
|
2024
Q3 | $298K | Buy |
1,158
+51
| +5% | +$13.1K | 0.09% | 84 |
|
|
2024
Q2 | $253K | Buy |
+1,107
| New | +$253K | 0.08% | 84 |
|
|
2023
Q4 | $277K | Sell |
1,145
-70,523
| -98% | -$17M | 0.05% | 158 |
|
|
2023
Q3 | $18.7M | Buy |
71,668
+70,532
| +6,209% | +$18.4M | 0.23% | 67 |
|
|
2023
Q2 | $276K | Buy |
1,136
+4
| +0.4% | +$971 | 0.06% | 112 |
|
|
2023
Q1 | $256K | Buy |
1,132
+3
| +0.3% | +$678 | 0.05% | 151 |
|
|
2022
Q4 | $262K | Buy |
+1,129
| New | +$262K | 0.13% | 78 |
|