Waters Parkerson & Co’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 |
-1,060
| Closed | -$234K | – | 187 |
|
|
2024
Q4 | $234K | Sell |
1,060
-8
| -0.7% | -$1.77K | 0.01% | 166 |
|
|
2024
Q3 | $275K | Hold |
1,068
| – | – | 0.01% | 167 |
|
|
2024
Q2 | $275K | Buy |
1,068
+13
| +1% | +$3.35K | 0.01% | 153 |
|
|
2024
Q1 | $287K | Buy |
1,055
+55
| +6% | +$15K | 0.01% | 157 |
|
|
2023
Q4 | $242K | Hold |
1,000
| – | – | 0.01% | 166 |
|
|
2023
Q3 | $251K | Hold |
1,000
| – | – | 0.02% | 155 |
|
|
2023
Q2 | $246K | Sell |
1,000
-3
| -0.3% | -$738 | 0.01% | 159 |
|
|
2023
Q1 | $227K | Buy |
+1,003
| New | +$227K | 0.01% | 165 |
|