XML Financial’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 | $356K | Buy |
2,189
+605
| +38% | +$98.4K | 0.03% | 285 |
|
|
2025
Q1 | $291K | Buy |
1,584
+155
| +11% | +$28.4K | 0.03% | 289 |
|
|
2024
Q4 | $316K | Hold |
1,429
| – | – | 0.03% | 286 |
|
|
2024
Q3 | $368K | Sell |
1,429
-75
| -5% | -$19.3K | 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% | +$1.36K | 0.04% | 243 |
|
|
2023
Q4 | $372K | Sell |
1,539
-10
| -0.6% | -$2.42K | 0.04% | 243 |
|
|
2023
Q3 | $389K | Sell |
1,549
-1
| -0.1% | -$251 | 0.05% | 225 |
|
|
2023
Q2 | $382K | Buy |
1,550
+20
| +1% | +$4.92K | 0.04% | 248 |
|
|
2023
Q1 | $346K | Sell |
1,530
-39
| -2% | -$8.81K | 0.04% | 251 |
|
|
2022
Q4 | $364K | Buy |
1,569
+23
| +1% | +$5.33K | 0.05% | 236 |
|
|
2022
Q3 | $355K | Hold |
1,546
| – | – | 0.05% | 229 |
|
|
2022
Q2 | $360K | Buy |
1,546
+75
| +5% | +$17.5K | 0.08% | 164 |
|
|
2022
Q1 | $339K | Sell |
1,471
-153
| -9% | -$35.3K | 0.04% | 247 |
|
|
2021
Q4 | $408K | Sell |
1,624
-60
| -4% | -$15.1K | 0.05% | 229 |
|
|
2021
Q3 | $355K | Buy |
1,684
+250
| +17% | +$52.7K | 0.05% | 236 |
|
|
2021
Q2 | $335K | Sell |
1,434
-32
| -2% | -$7.48K | 0.07% | 168 |
|
|
2021
Q1 | $334K | Buy |
1,466
+25
| +2% | +$5.7K | 0.08% | 162 |
|
|
2020
Q4 | $316K | Buy |
1,441
+348
| +32% | +$76.3K | 0.08% | 156 |
|
|
2020
Q3 | $207K | Buy |
+1,093
| New | +$207K | 0.06% | 178 |
|