Empower Advisory Group’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 |
-1,602
| Closed | -$294K | – | 523 |
|
|
2025
Q1 | $294K | Buy |
1,602
+18
| +1% | +$3.3K | ﹤0.01% | 402 |
|
|
2024
Q4 | $350K | Buy |
1,584
+254
| +19% | +$56.1K | ﹤0.01% | 376 |
|
|
2024
Q3 | $343K | Buy |
1,330
+101
| +8% | +$26K | ﹤0.01% | 375 |
|
|
2024
Q2 | $316K | Buy |
1,229
+6
| +0.5% | +$1.54K | ﹤0.01% | 383 |
|
|
2024
Q1 | $332K | Sell |
1,223
-102
| -8% | -$27.7K | ﹤0.01% | 383 |
|
|
2023
Q4 | $320K | Sell |
1,325
-83
| -6% | -$20.1K | ﹤0.01% | 381 |
|
|
2023
Q3 | $354K | Buy |
1,408
+429
| +44% | +$108K | ﹤0.01% | 344 |
|
|
2023
Q2 | $241K | Buy |
979
+4
| +0.4% | +$985 | ﹤0.01% | 437 |
|
|
2023
Q1 | $220K | Buy |
+975
| New | +$220K | ﹤0.01% | 456 |
|