Teamwork Financial Advisors’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 |
-1,339
| Closed | -$296K | – | 179 |
|
|
2024
Q4 | $296K | Sell |
1,339
-602
| -31% | -$133K | 0.04% | 137 |
|
|
2024
Q3 | $500K | Sell |
1,941
-5,120
| -73% | -$1.32M | 0.07% | 102 |
|
|
2024
Q2 | $1.82M | Buy |
7,061
+1,245
| +21% | +$320K | 0.27% | 58 |
|
|
2024
Q1 | $1.58M | Buy |
5,816
+4,527
| +351% | +$1.23M | 0.24% | 59 |
|
|
2023
Q4 | $312K | Buy |
+1,289
| New | +$312K | 0.05% | 140 |
|
|
2022
Q4 | – | Sell |
-16,939
| Closed | -$3.89M | – | 218 |
|
|
2022
Q3 | $3.89M | Buy |
16,939
+5,546
| +49% | +$1.27M | 0.84% | 21 |
|
|
2022
Q2 | $2.66M | Buy |
+11,393
| New | +$2.66M | 0.58% | 35 |
|