Summit Financial’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 | $758K | Buy |
4,660
+3,424
| +277% | +$557K | 0.02% | 474 |
|
|
2025
Q1 | $227K | Buy |
1,236
+83
| +7% | +$15.2K | 0.01% | 668 |
|
|
2024
Q4 | $255K | Sell |
1,153
-64
| -5% | -$14.1K | 0.01% | 571 |
|
|
2024
Q3 | $314K | Sell |
1,217
-56
| -4% | -$14.4K | 0.01% | 454 |
|
|
2024
Q2 | $328K | Buy |
+1,273
| New | +$328K | 0.02% | 402 |
|