Dogwood Wealth Management’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 | – | Sell |
-9
| Closed | -$1.65K | – | 732 |
|
2025
Q1 | $1.65K | Buy |
+9
| New | +$1.65K | ﹤0.01% | 377 |
|
2024
Q4 | – | Hold |
0
| – | -$5 | – | 597 |
|
2024
Q3 | – | Hold |
0
| – | -$5 | – | 340 |
|
2024
Q2 | – | Hold |
0
| – | -$5 | – | 365 |
|
2024
Q1 | – | Hold |
0
| – | -$7 | – | 370 |
|
2023
Q4 | – | Hold |
0
| – | – | – | 349 |
|