UMB Bank’s Constellation Brands STZ Stock Holding History

UMB Bank’s Portfolio STZ Stock Details STZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$498K	Sell	3,063 -4	-0.1%	-$651	0.01%	416
2025 Q1	$563K	Sell	3,067 -2,546	-45%	-$467K	0.01%	393
2024 Q4	$1.24M	Sell	5,613 -1,652	-23%	-$365K	0.02%	290
2024 Q3	$1.87M	Buy	7,265 +381	+6%	+$98.2K	0.03%	250
2024 Q2	$1.77M	Buy	6,884 +142	+2%	+$36.5K	0.03%	249
2024 Q1	$1.83M	Sell	6,742 -53	-0.8%	-$14.4K	0.03%	256
2023 Q4	$1.64M	Buy	6,795 +219	+3%	+$52.9K	0.02%	272
2023 Q3	$1.65M	Sell	6,576 -10	-0.2%	-$2.51K	0.03%	267
2023 Q2	$1.62M	Sell	6,586 -80	-1%	-$19.7K	0.02%	281
2023 Q1	$1.51M	Hold	6,666	–	–	0.02%	290
2022 Q4	$1.55M	Sell	6,666 -390	-6%	-$90.4K	0.02%	283
2022 Q3	$1.62M	Sell	7,056 -1	-0%	-$230	0.03%	280
2022 Q2	$1.64M	Buy	7,057 +1	+0%	+$233	0.03%	310
2022 Q1	$1.63M	Hold	7,056	–	–	0.02%	325
2021 Q4	$1.77M	Buy	7,056 +390	+6%	+$97.9K	0.02%	317
2021 Q3	$1.41M	Sell	6,666 -478	-7%	-$101K	0.03%	217
2021 Q2	$1.67M	Hold	7,144	–	–	0.04%	201
2021 Q1	$1.63M	Sell	7,144 -213	-3%	-$48.6K	0.04%	197
2020 Q4	$1.61M	Sell	7,357 -2,846	-28%	-$624K	0.04%	190
2020 Q3	$1.79M	Hold	10,203	–	–	0.06%	177
2020 Q2	$1.79M	Sell	10,203 -1,191	-10%	-$208K	0.06%	177
2020 Q1	$1.63M	Sell	11,394 -8,939	-44%	-$1.28M	0.06%	175
2019 Q4	$3.86M	Buy	20,333 +212	+1%	+$40.2K	0.11%	135
2019 Q3	$4.17K	Sell	20,121 -11,875	-37%	-$2.46K	0.1%	135
2019 Q2	$6.3K	Buy	31,996 +1,085	+4%	+$214	0.15%	100
2019 Q1	$5.42M	Buy	30,911 +4,136	+15%	+$725K	0.17%	111
2018 Q4	$4.31K	Buy	26,775 +99	+0.4%	+$16	0.13%	113
2018 Q3	$5.75M	Buy	26,676 +1,357	+5%	+$293K	0.17%	112
2018 Q2	$5.54M	Buy	25,319 +1,849	+8%	+$405K	0.18%	111
2018 Q1	$5.35M	Sell	23,470 -2,275	-9%	-$518K	0.17%	117
2017 Q4	$5.89M	Buy	25,745 +2,030	+9%	+$464K	0.19%	107
2017 Q3	$4.73M	Buy	+23,715	New	+$4.73M	0.16%	116