ARC
Advisor Resource Council’s Constellation Brands STZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,203
| Closed | -$390K | – | 523 |
|
|
2025
Q1 | $390K | Buy |
+2,203
| New | +$390K | 0.03% | 410 |
|
|
2024
Q1 | – | Sell |
-1,893
| Closed | -$458K | – | 482 |
|
|
2023
Q4 | $458K | Buy |
+1,893
| New | +$458K | 0.05% | 280 |
|
|
2022
Q3 | – | Sell |
-2,021
| Closed | -$472K | – | 454 |
|
|
2022
Q2 | $472K | Buy |
+2,021
| New | +$472K | 0.04% | 286 |
|
|
2022
Q1 | – | Sell |
-1,881
| Closed | -$472K | – | 497 |
|
|
2021
Q4 | $472K | Buy |
+1,881
| New | +$472K | 0.04% | 342 |
|
|
2021
Q3 | – | Sell |
-1,544
| Closed | -$361K | – | 451 |
|
|
2021
Q2 | $361K | Buy |
+1,544
| New | +$361K | 0.04% | 364 |
|