Tortoise 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 | $976 | Buy |
+6
| New | +$976 | ﹤0.01% | 971 |
|
|
2024
Q3 | – | Sell |
-10
| Closed | -$2.57K | – | 907 |
|
|
2024
Q2 | $2.57K | Hold |
10
| – | – | ﹤0.01% | 744 |
|
|
2024
Q1 | $2.72K | Buy |
10
+1
| +11% | +$272 | ﹤0.01% | 736 |
|
|
2023
Q4 | $2.18K | Hold |
9
| – | – | ﹤0.01% | 696 |
|
|
2023
Q3 | $2.26K | Hold |
9
| – | – | ﹤0.01% | 683 |
|
|
2023
Q2 | $2.22K | Hold |
9
| – | – | ﹤0.01% | 689 |
|
|
2023
Q1 | $2.03K | Hold |
9
| – | – | ﹤0.01% | 690 |
|
|
2022
Q4 | $2.09K | Hold |
9
| – | – | ﹤0.01% | 687 |
|
|
2022
Q3 | $2K | Sell |
9
-9
| -50% | -$2K | ﹤0.01% | 698 |
|
|
2022
Q2 | $4K | Buy |
+18
| New | +$4K | ﹤0.01% | 619 |
|
|
2017
Q4 | – | Sell |
-18
| Closed | -$4K | – | 566 |
|
|
2017
Q3 | $4K | Hold |
18
| – | – | ﹤0.01% | 423 |
|
|
2017
Q2 | $3K | Buy |
+18
| New | +$3K | ﹤0.01% | 439 |
|