DHJJ Financial Advisors’s Constellation Brands STZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $27K | Hold |
166
| – | – | 0.01% | 438 |
|
|
2025
Q1 | $30.5K | Hold |
166
| – | – | 0.01% | 385 |
|
|
2024
Q4 | $36.7K | Hold |
166
| – | – | 0.01% | 348 |
|
|
2024
Q3 | $42.8K | Hold |
166
| – | – | 0.02% | 327 |
|
|
2024
Q2 | $42.7K | Hold |
166
| – | – | 0.02% | 295 |
|
|
2024
Q1 | $45.1K | Hold |
166
| – | – | 0.02% | 271 |
|
|
2023
Q4 | $40.1K | Hold |
166
| – | – | 0.02% | 279 |
|
|
2023
Q3 | $41.7K | Buy |
+166
| New | +$41.7K | 0.02% | 265 |
|