Synergy Asset 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
Q1 | – | Sell |
-3,578
| Closed | -$922K | – | 746 |
|
|
2024
Q4 | $922K | Hold |
3,578
| – | – | 0.07% | 124 |
|
|
2024
Q3 | $922K | Buy |
3,578
+251
| +8% | +$64.7K | 0.14% | 82 |
|
|
2024
Q2 | $856K | Sell |
3,327
-361
| -10% | -$92.9K | 0.13% | 85 |
|
|
2024
Q1 | $1M | Sell |
3,688
-680
| -16% | -$185K | 0.17% | 77 |
|
|
2023
Q4 | $1.06M | Buy |
+4,368
| New | +$1.06M | 0.19% | 84 |
|