Tufton Capital 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 |
-2,065
| Closed | -$456K | – | 122 |
|
|
2024
Q4 | $456K | Sell |
2,065
-285
| -12% | -$63K | 0.09% | 95 |
|
|
2024
Q3 | $606K | Sell |
2,350
-180
| -7% | -$46.4K | 0.11% | 87 |
|
|
2024
Q2 | $651K | Buy |
2,530
+72
| +3% | +$18.5K | 0.13% | 85 |
|
|
2024
Q1 | $668K | Buy |
2,458
+675
| +38% | +$183K | 0.13% | 83 |
|
|
2023
Q4 | $431K | Buy |
1,783
+63
| +4% | +$15.2K | 0.09% | 93 |
|
|
2023
Q3 | $432K | Buy |
1,720
+37
| +2% | +$9.3K | 0.1% | 92 |
|
|
2023
Q2 | $414K | Sell |
1,683
-750
| -31% | -$185K | 0.09% | 91 |
|
|
2023
Q1 | $550K | Sell |
2,433
-20
| -0.8% | -$4.52K | 0.12% | 86 |
|
|
2022
Q4 | $568K | Sell |
2,453
-15
| -0.6% | -$3.48K | 0.13% | 86 |
|
|
2022
Q3 | $566K | Buy |
2,468
+5
| +0.2% | +$1.15K | 0.14% | 85 |
|
|
2022
Q2 | $574K | Buy |
2,463
+83
| +3% | +$19.3K | 0.11% | 84 |
|
|
2022
Q1 | $548K | Buy |
2,380
+80
| +3% | +$18.4K | 0.09% | 88 |
|
|
2021
Q4 | $577K | Buy |
2,300
+415
| +22% | +$104K | 0.09% | 90 |
|
|
2021
Q3 | $397K | Buy |
1,885
+310
| +20% | +$65.3K | 0.07% | 101 |
|
|
2021
Q2 | $368K | Buy |
1,575
+475
| +43% | +$111K | 0.06% | 105 |
|
|
2021
Q1 | $250K | Buy |
1,100
+50
| +5% | +$11.4K | 0.04% | 114 |
|
|
2020
Q4 | $230K | Buy |
+1,050
| New | +$230K | 0.04% | 117 |
|