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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