Diversify Advisory Services’s Constellation Brands STZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
Sell
2025
Q4
$322K Sell
2025
Q3
$275K Buy
2025
Q2
$275K Buy
2025
Q1
Sell
2024
Q4
$829K Sell
2024
Q3
$1.12M Buy
2024
Q2
$902K Buy
2024
Q1
$471K Buy