Studio Investment Management’s Constellation Brands STZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $216K | Buy |
1,326
+5
| +0.4% | +$813 | 0.04% | 169 |
|
|
2025
Q1 | $242K | Buy |
1,321
+142
| +12% | +$26.1K | 0.05% | 156 |
|
|
2024
Q4 | $261K | Buy |
1,179
+4
| +0.3% | +$884 | 0.06% | 153 |
|
|
2024
Q3 | $303K | Buy |
1,175
+37
| +3% | +$9.54K | 0.06% | 143 |
|
|
2024
Q2 | $293K | Hold |
1,138
| – | – | 0.07% | 137 |
|
|
2024
Q1 | $309K | Buy |
1,138
+69
| +6% | +$18.8K | 0.07% | 132 |
|
|
2023
Q4 | $258K | Sell |
1,069
-117
| -10% | -$28.3K | 0.07% | 133 |
|
|
2023
Q3 | $298K | Sell |
1,186
-817
| -41% | -$205K | 0.08% | 126 |
|
|
2023
Q2 | $493K | Buy |
2,003
+143
| +8% | +$35.2K | 0.14% | 82 |
|
|
2023
Q1 | $420K | Buy |
1,860
+77
| +4% | +$17.4K | 0.13% | 92 |
|
|
2022
Q4 | $413K | Buy |
1,783
+82
| +5% | +$19K | 0.13% | 86 |
|
|
2022
Q3 | $391K | Buy |
1,701
+10
| +0.6% | +$2.3K | 0.14% | 77 |
|
|
2022
Q2 | $394K | Buy |
1,691
+55
| +3% | +$12.8K | 0.14% | 84 |
|
|
2022
Q1 | $377K | Sell |
1,636
-18
| -1% | -$4.15K | 0.12% | 88 |
|
|
2021
Q4 | $415K | Buy |
1,654
+160
| +11% | +$40.1K | 0.15% | 86 |
|
|
2021
Q3 | $315K | Buy |
+1,494
| New | +$315K | 0.13% | 80 |
|