AEPWM
Atlantic Edge Private Wealth Management’s Constellation Brands STZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.35M | Buy |
8,290
+240
| +3% | +$39K | 0.37% | 62 |
|
|
2025
Q1 | $1.48M | Buy |
8,050
+3,903
| +94% | +$716K | 0.45% | 56 |
|
|
2024
Q4 | $917K | Buy |
4,147
+15
| +0.4% | +$3.32K | 0.28% | 70 |
|
|
2024
Q3 | $1.06M | Buy |
4,132
+95
| +2% | +$24.5K | 0.32% | 72 |
|
|
2024
Q2 | $1.04M | Buy |
4,037
+61
| +2% | +$15.7K | 0.35% | 68 |
|
|
2024
Q1 | $1.08M | Buy |
3,976
+280
| +8% | +$76.1K | 0.37% | 65 |
|
|
2023
Q4 | $894K | Buy |
+3,696
| New | +$894K | 0.36% | 68 |
|