Aviso Wealth Management’s Constellation Brands STZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,079
| Closed | -$238K | – | 144 |
|
|
2024
Q4 | $238K | Sell |
1,079
-23
| -2% | -$5.08K | 0.12% | 127 |
|
|
2024
Q3 | $284K | Sell |
1,102
-335
| -23% | -$86.3K | 0.15% | 119 |
|
|
2024
Q2 | $370K | Hold |
1,437
| – | – | 0.22% | 97 |
|
|
2024
Q1 | $391K | Buy |
1,437
+271
| +23% | +$73.7K | 0.25% | 96 |
|
|
2023
Q4 | $282K | Buy |
+1,166
| New | +$282K | 0.2% | 111 |
|