XML Financial’s Constellation Brands STZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $634K | Buy |
4,224
+225
| +6% | +$34.8K | 0.05% | 233 |
|
|
2025
Q4 | $552K | Buy |
3,999
+50
| +1% | +$6.86K | 0.05% | 243 |
|
|
2025
Q3 | $532K | Buy |
3,949
+1,760
| +80% | +$280K | 0.04% | 244 |
|
|
2025
Q2 | $356K | Buy |
2,189
+605
| +38% | +$109K | 0.03% | 286 |
|
|
2025
Q1 | $291K | Buy |
1,584
+155
| +11% | +$28.2K | 0.03% | 290 |
|
|
2024
Q4 | $316K | Hold |
1,429
| – | – | 0.03% | 288 |
|
|
2024
Q3 | $368K | Sell |
1,429
-75
| -5% | -$18.6K | 0.03% | 267 |
|
|
2024
Q2 | $387K | Sell |
1,504
-40
| -3% | -$10.3K | 0.04% | 246 |
|
|
2024
Q1 | $420K | Buy |
1,544
+5
| +0.3% | +$1.26K | 0.04% | 243 |
|
|
2023
Q4 | $372K | Sell |
1,539
-10
| -0.6% | -$2.38K | 0.04% | 243 |
|
|
2023
Q3 | $389K | Sell |
1,549
-1
| -0.1% | -$261 | 0.05% | 225 |
|
|
2023
Q2 | $382K | Buy |
1,550
+20
| +1% | +$4.68K | 0.04% | 248 |
|
|
2023
Q1 | $346K | Sell |
1,530
-39
| -2% | -$8.68K | 0.04% | 251 |
|
|
2022
Q4 | $364K | Buy |
1,569
+23
| +1% | +$5.5K | 0.05% | 236 |
|
|
2022
Q3 | $355K | Hold |
1,546
| – | – | 0.05% | 229 |
|
|
2022
Q2 | $360K | Buy |
1,546
+75
| +5% | +$18.3K | 0.08% | 164 |
|
|
2022
Q1 | $339K | Sell |
1,471
-153
| -9% | -$35.3K | 0.04% | 247 |
|
|
2021
Q4 | $408K | Sell |
1,624
-60
| -4% | -$13.7K | 0.05% | 229 |
|
|
2021
Q3 | $355K | Buy |
1,684
+250
| +17% | +$54.6K | 0.05% | 236 |
|
|
2021
Q2 | $335K | Sell |
1,434
-32
| -2% | -$7.51K | 0.07% | 168 |
|
|
2021
Q1 | $334K | Buy |
1,466
+25
| +2% | +$5.63K | 0.08% | 162 |
|
|
2020
Q4 | $316K | Buy |
1,441
+348
| +32% | +$68.4K | 0.08% | 156 |
|
|
2020
Q3 | $207K | Buy |
+1,093
| New | +$199K | 0.06% | 178 |
|
Other funds holding STZ
VCM
VPM
