DA
Doliver Advisors’s Constellation Brands STZ Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $395K | Sell |
2,431
-82
| -3% | -$13.3K | 0.11% | 125 |
|
2025
Q1 | $461K | Buy |
2,513
+940
| +60% | +$173K | 0.13% | 108 |
|
2024
Q4 | $348K | Buy |
+1,573
| New | +$348K | 0.1% | 124 |
|
2019
Q1 | – | Sell |
-2,415
| Closed | -$388K | – | 166 |
|
2018
Q4 | $388K | Buy |
+2,415
| New | +$388K | 0.19% | 66 |
|