DAS
Diversify Advisory Services’s Constellation Brands STZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $275K | Buy |
+1,619
| New | +$275K | 0.01% | 704 |
|
|
2025
Q1 | – | Sell |
-4,557
| Closed | -$829K | – | 686 |
|
|
2024
Q4 | $829K | Sell |
4,557
-95
| -2% | -$17.3K | 0.05% | 257 |
|
|
2024
Q3 | $1.12M | Buy |
4,652
+1,075
| +30% | +$260K | 0.06% | 237 |
|
|
2024
Q2 | $902K | Buy |
3,577
+1,806
| +102% | +$455K | 0.05% | 264 |
|
|
2024
Q1 | $471K | Buy |
+1,771
| New | +$471K | 0.03% | 443 |
|