CWP
Concord Wealth Partners’s Constellation Brands STZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $66.7K | Buy |
410
+210
| +105% | +$34.2K | 0.01% | 305 |
|
|
2025
Q1 | $36.7K | Hold |
200
| – | – | 0.01% | 365 |
|
|
2024
Q4 | $44.2K | Hold |
200
| – | – | 0.01% | 347 |
|
|
2024
Q3 | $51.5K | Hold |
200
| – | – | 0.01% | 331 |
|
|
2024
Q2 | $51.5K | Hold |
200
| – | – | 0.01% | 309 |
|
|
2024
Q1 | $54.4K | Sell |
200
-32
| -14% | -$8.7K | 0.01% | 339 |
|
|
2023
Q4 | $56.1K | Sell |
232
-25
| -10% | -$6.04K | 0.01% | 344 |
|
|
2023
Q3 | $64.6K | Hold |
257
| – | – | 0.01% | 339 |
|
|
2023
Q2 | $63.3K | Hold |
257
| – | – | 0.01% | 327 |
|
|
2023
Q1 | $58.1K | Sell |
257
-20
| -7% | -$4.52K | 0.02% | 322 |
|
|
2022
Q4 | $64.2K | Buy |
+277
| New | +$64.2K | 0.02% | 325 |
|
|
2022
Q3 | – | Sell |
-320
| Closed | -$75K | – | 1022 |
|
|
2022
Q2 | $75K | Hold |
320
| – | – | 0.02% | 308 |
|
|
2022
Q1 | $74K | Buy |
320
+10
| +3% | +$2.31K | 0.02% | 359 |
|
|
2021
Q4 | $78K | Buy |
310
+67
| +28% | +$16.9K | 0.02% | 351 |
|
|
2021
Q3 | $51K | Sell |
243
-74
| -23% | -$15.5K | 0.02% | 219 |
|
|
2021
Q2 | $74K | Buy |
317
+55
| +21% | +$12.8K | 0.02% | 283 |
|
|
2021
Q1 | $60K | Buy |
262
+62
| +31% | +$14.2K | 0.02% | 306 |
|
|
2020
Q4 | $44K | Buy |
+200
| New | +$44K | 0.03% | 225 |
|