CIA
Concurrent Investment Advisors’s Constellation Brands STZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $267K | Sell |
1,642
-381
| -19% | -$62K | 0.01% | 1113 |
|
|
2025
Q1 | $371K | Buy |
2,023
+1,079
| +114% | +$198K | 0.01% | 829 |
|
|
2024
Q4 | $209K | Buy |
944
+38
| +4% | +$8.4K | 0.01% | 961 |
|
|
2024
Q3 | $234K | Sell |
906
-137
| -13% | -$35.3K | 0.01% | 870 |
|
|
2024
Q2 | $268K | Buy |
1,043
+157
| +18% | +$40.4K | 0.01% | 770 |
|
|
2024
Q1 | $241K | Sell |
886
-3,276
| -79% | -$890K | 0.01% | 733 |
|
|
2023
Q4 | $1.01M | Buy |
+4,162
| New | +$1.01M | 0.05% | 337 |
|