WD Rutherford’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 | $6.51K | Sell |
40
-2,377
| -98% | -$387K | ﹤0.01% | 96 |
|
|
2025
Q1 | $444K | Sell |
2,417
-7,800
| -76% | -$1.43M | 0.24% | 64 |
|
|
2024
Q4 | $2.26M | Sell |
10,217
-481
| -4% | -$106K | 1.07% | 41 |
|
|
2024
Q3 | $2.76M | Buy |
10,698
+172
| +2% | +$44.3K | 1.35% | 33 |
|
|
2024
Q2 | $2.71M | Buy |
10,526
+295
| +3% | +$75.9K | 1.36% | 32 |
|
|
2024
Q1 | $2.78M | Sell |
10,231
-122
| -1% | -$33.2K | 1.44% | 31 |
|
|
2023
Q4 | $2.61M | Sell |
10,353
-193
| -2% | -$48.6K | 1.52% | 31 |
|
|
2023
Q3 | $2.65M | Buy |
10,546
+1,411
| +15% | +$355K | 1.82% | 28 |
|
|
2023
Q2 | $2.25M | Sell |
9,135
-385
| -4% | -$94.8K | 1.44% | 28 |
|
|
2023
Q1 | $2.15M | Buy |
9,520
+235
| +3% | +$53.1K | 1.52% | 28 |
|
|
2022
Q4 | $2.17M | Sell |
9,285
-270
| -3% | -$63.2K | 1.71% | 27 |
|
|
2022
Q3 | $2.2M | Sell |
9,555
-155
| -2% | -$35.6K | 1.76% | 27 |
|
|
2022
Q2 | $2.26M | Buy |
9,710
+30
| +0.3% | +$6.99K | 1.75% | 27 |
|
|
2022
Q1 | $2.23M | Buy |
9,680
+10
| +0.1% | +$2.3K | 1.27% | 34 |
|
|
2021
Q4 | $2.43M | Sell |
9,670
-130
| -1% | -$32.6K | 1.23% | 34 |
|
|
2021
Q3 | $2.07M | Buy |
9,800
+35
| +0.4% | +$7.38K | 1.12% | 37 |
|
|
2021
Q2 | $2.28M | Buy |
9,765
+25
| +0.3% | +$5.85K | 1.27% | 34 |
|
|
2021
Q1 | $2.22M | Hold |
9,740
| – | – | 1.38% | 30 |
|
|
2020
Q4 | $2.13M | Buy |
+9,740
| New | +$2.13M | 1.35% | 29 |
|