Waterfront Wealth’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 | $837K | Sell |
5,144
-166
| -3% | -$27K | 0.19% | 152 |
|
|
2025
Q1 | $975K | Sell |
5,310
-18
| -0.3% | -$3.3K | 0.24% | 134 |
|
|
2024
Q4 | $1.18M | Buy |
5,328
+126
| +2% | +$27.8K | 0.29% | 109 |
|
|
2024
Q3 | $1.23M | Buy |
5,202
+107
| +2% | +$25.3K | 0.3% | 95 |
|
|
2024
Q2 | $1.31M | Buy |
5,095
+121
| +2% | +$31.1K | 0.36% | 82 |
|
|
2024
Q1 | $1.3M | Buy |
4,974
+221
| +5% | +$57.8K | 0.36% | 80 |
|
|
2023
Q4 | $1.15M | Buy |
4,753
+111
| +2% | +$26.8K | 0.34% | 85 |
|
|
2023
Q3 | $1.08M | Buy |
4,642
+172
| +4% | +$40K | 0.35% | 82 |
|
|
2023
Q2 | $1.21M | Buy |
4,470
+151
| +3% | +$40.9K | 0.36% | 81 |
|
|
2023
Q1 | $976K | Buy |
4,319
+205
| +5% | +$46.3K | 0.32% | 90 |
|
|
2022
Q4 | $941K | Buy |
4,114
+227
| +6% | +$51.9K | 0.32% | 93 |
|
|
2022
Q3 | $933K | Buy |
3,887
+579
| +18% | +$139K | 0.36% | 85 |
|
|
2022
Q2 | $771K | Buy |
3,308
+1,052
| +47% | +$245K | 0.31% | 91 |
|
|
2022
Q1 | $546K | Buy |
+2,256
| New | +$546K | 0.19% | 122 |
|