WestEnd Advisors’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 | $976 | Hold |
6
| – | – | ﹤0.01% | 213 |
|
|
2025
Q1 | $1.1K | Buy |
6
+4
| +200% | +$734 | ﹤0.01% | 202 |
|
|
2024
Q4 | $442 | Hold |
2
| – | – | ﹤0.01% | 188 |
|
|
2024
Q3 | $515 | Buy |
2
+1
| +100% | +$258 | ﹤0.01% | 169 |
|
|
2024
Q2 | $257 | Hold |
1
| – | – | ﹤0.01% | 237 |
|
|
2024
Q1 | $272 | Sell |
1
-2
| -67% | -$544 | ﹤0.01% | 219 |
|
|
2023
Q4 | $725 | Buy |
3
+1
| +50% | +$242 | ﹤0.01% | 128 |
|
|
2023
Q3 | $503 | Buy |
+2
| New | +$503 | ﹤0.01% | 152 |
|
|
2023
Q2 | – | Hold |
0
| – | -$452 | – | 264 |
|
|
2023
Q1 | – | Sell |
-2
| Closed | -$464 | – | 157 |
|
|
2022
Q4 | $464 | Hold |
2
| – | – | ﹤0.01% | 151 |
|
|
2022
Q3 | $0 | Buy |
+2
| New | – | ﹤0.01% | 307 |
|