Atwood & Palmer’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
$814 Hold
5
﹤0.01% 490
2025
Q1
$918 Hold
5
﹤0.01% 413
2024
Q4
$1.11K Hold
5
﹤0.01% 427
2024
Q3
$1.29K Hold
5
﹤0.01% 421
2024
Q2
$1.29K Hold
5
﹤0.01% 408
2024
Q1
$1.36K Hold
5
﹤0.01% 385
2023
Q4
$1.21K Hold
5
﹤0.01% 376
2023
Q3
$1.26K Hold
5
﹤0.01% 376
2023
Q2
$1.23K Hold
5
﹤0.01% 380
2023
Q1
$1.13K Hold
5
﹤0.01% 352
2022
Q4
$1.16K Hold
5
﹤0.01% 374
2022
Q3
$1K Hold
5
﹤0.01% 366
2022
Q2
$1K Hold
5
﹤0.01% 388
2022
Q1
$1K Hold
5
﹤0.01% 437
2021
Q4
$1K Hold
5
﹤0.01% 449
2021
Q3
$1K Hold
5
﹤0.01% 424
2021
Q2
$1K Hold
5
﹤0.01% 408
2021
Q1
$1K Hold
5
﹤0.01% 434
2020
Q4
$1K Hold
5
﹤0.01% 364
2020
Q3
$1K Hold
5
﹤0.01% 327
2020
Q2
$1K Hold
5
﹤0.01% 309
2020
Q1
$1K Hold
5
﹤0.01% 309
2019
Q4
$1K Hold
5
﹤0.01% 289
2019
Q3
$1K Hold
5
﹤0.01% 295
2019
Q2
$1K Hold
5
﹤0.01% 292
2019
Q1
$1K Hold
5
﹤0.01% 320
2018
Q4
$1K Hold
5
﹤0.01% 312
2018
Q3
$1K Buy
+5
New +$1K ﹤0.01% 306