World Investment 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 | $448K | Sell |
2,754
-1,047
| -28% | -$170K | 0.01% | 772 |
|
|
2025
Q1 | $698K | Buy |
3,801
+62
| +2% | +$11.4K | 0.02% | 595 |
|
|
2024
Q4 | $826K | Buy |
3,739
+1,189
| +47% | +$263K | 0.02% | 522 |
|
|
2024
Q3 | $657K | Buy |
2,550
+683
| +37% | +$176K | 0.02% | 512 |
|
|
2024
Q2 | $480K | Buy |
+1,867
| New | +$480K | 0.03% | 410 |
|
|
2019
Q1 | – | Sell |
-1,807
| Closed | -$311K | – | 160 |
|
|
2018
Q4 | $311K | Buy |
+1,807
| New | +$311K | 0.14% | 100 |
|