CTWM
Cherry Tree Wealth Management’s Constellation Brands STZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $163 | Sell |
1
-14
| -93% | -$2.28K | ﹤0.01% | 603 |
|
|
2025
Q1 | $2.75K | Buy |
15
+14
| +1,400% | +$2.57K | ﹤0.01% | 602 |
|
|
2024
Q4 | $221 | Hold |
1
| – | – | ﹤0.01% | 636 |
|
|
2024
Q3 | $258 | Hold |
1
| – | – | ﹤0.01% | 604 |
|
|
2024
Q2 | $258 | Hold |
1
| – | – | ﹤0.01% | 586 |
|
|
2024
Q1 | $272 | Hold |
1
| – | – | ﹤0.01% | 585 |
|
|
2023
Q4 | $242 | Sell |
1
-16
| -94% | -$3.87K | ﹤0.01% | 584 |
|
|
2023
Q3 | $4.27K | Hold |
17
| – | – | ﹤0.01% | 418 |
|
|
2023
Q2 | $4.19K | Buy |
+17
| New | +$4.19K | ﹤0.01% | 426 |
|