Westside Investment Management’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 | $16.6K | Buy |
+101
| New | +$16.6K | ﹤0.01% | 750 |
|
|
2024
Q4 | – | Sell |
-90
| Closed | -$23.2K | – | 1017 |
|
|
2024
Q3 | $23.2K | Hold |
90
| – | – | ﹤0.01% | 548 |
|
|
2024
Q2 | $23.2K | Buy |
90
+40
| +80% | +$10.3K | 0.01% | 521 |
|
|
2024
Q1 | $13.6K | Buy |
+50
| New | +$13.6K | ﹤0.01% | 576 |
|
|
2019
Q2 | $211 | Buy |
+1,075
| New | +$211 | ﹤0.01% | 190 |
|
|
2018
Q4 | $173K | Hold |
1,075
| – | – | 0.06% | 167 |
|
|
2018
Q3 | $229K | Hold |
1,075
| – | – | 0.07% | 136 |
|
|
2018
Q2 | $232K | Hold |
1,075
| – | – | 0.08% | 150 |
|
|
2018
Q1 | $245K | Sell |
1,075
-45
| -4% | -$10.3K | 0.13% | 137 |
|
|
2017
Q4 | $243K | Sell |
1,120
-80
| -7% | -$17.3K | 0.13% | 147 |
|
|
2017
Q3 | $250K | Hold |
1,200
| – | – | 0.15% | 125 |
|
|
2017
Q2 | $233K | Sell |
1,200
-50
| -4% | -$9.69K | 0.15% | 124 |
|
|
2017
Q1 | $202K | Buy |
1,250
+1,225
| +4,900% | +$198K | 0.1% | 125 |
|
|
2016
Q4 | $3.73K | Buy |
+25
| New | +$3.73K | ﹤0.01% | 544 |
|