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Bellwether Advisors’s Constellation Brands STZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-6
| Closed | -$1.33K | – | 531 |
|
|
2024
Q4 | $1.33K | Buy |
+6
| New | +$1.33K | ﹤0.01% | 470 |
|
|
2024
Q2 | – | Sell |
-6,249
| Closed | -$1.7M | – | 135 |
|
|
2024
Q1 | $1.7M | Buy |
+6,249
| New | +$1.7M | 0.37% | 60 |
|
|
2023
Q2 | – | Hold |
0
| – | – | – | 414 |
|
|
2023
Q1 | – | Hold |
0
| – | – | – | 425 |
|
|
2022
Q4 | – | Sell |
-11
| Closed | -$2K | – | 573 |
|
|
2022
Q3 | $2K | Buy |
+11
| New | +$2K | ﹤0.01% | 408 |
|