WBI Investments’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 | $693K | Buy |
+4,257
| New | +$693K | 0.18% | 166 |
|
2016
Q4 | – | Sell |
-3,888
| Closed | -$647K | – | 389 |
|
2016
Q3 | $647K | Buy |
+3,888
| New | +$647K | 0.02% | 233 |
|
2016
Q1 | – | Sell |
-8,439
| Closed | -$1.2M | – | 222 |
|
2015
Q4 | $1.2M | Buy |
+8,439
| New | +$1.2M | 0.03% | 172 |
|