Trifecta Capital 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
Q2 | $1.63K | Hold |
10
| – | – | ﹤0.01% | 369 |
|
|
2025
Q1 | $1.84K | Buy |
10
+2
| +25% | +$367 | ﹤0.01% | 321 |
|
|
2024
Q4 | $1.77K | Hold |
8
| – | – | ﹤0.01% | 317 |
|
|
2024
Q3 | $2.06K | Hold |
8
| – | – | ﹤0.01% | 308 |
|
|
2024
Q2 | $2.06K | Hold |
8
| – | – | ﹤0.01% | 309 |
|
|
2024
Q1 | $2.18K | Hold |
8
| – | – | ﹤0.01% | 300 |
|
|
2023
Q4 | $1.93K | Sell |
8
-280
| -97% | -$67.7K | ﹤0.01% | 334 |
|
|
2023
Q3 | $72.4K | Buy |
288
+30
| +12% | +$7.54K | 0.02% | 117 |
|
|
2023
Q2 | $63.5K | Hold |
258
| – | – | 0.02% | 128 |
|
|
2023
Q1 | $58.3K | Buy |
258
+250
| +3,125% | +$56.5K | 0.02% | 135 |
|
|
2022
Q4 | $1.85K | Buy |
+8
| New | +$1.85K | ﹤0.01% | 316 |
|