EA
Everpar Advisors’s Constellation Brands STZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $263K | Sell |
1,617
-278
| -15% | -$45.2K | 0.12% | 220 |
|
|
2025
Q1 | $348K | Sell |
1,895
-665
| -26% | -$122K | 0.18% | 154 |
|
|
2024
Q4 | $566K | Sell |
2,560
-334
| -12% | -$73.8K | 0.29% | 88 |
|
|
2024
Q3 | $746K | Sell |
2,894
-476
| -14% | -$123K | 0.39% | 59 |
|
|
2024
Q2 | $867K | Buy |
3,370
+347
| +11% | +$89.3K | 0.43% | 50 |
|
|
2024
Q1 | $822K | Sell |
3,023
-887
| -23% | -$241K | 0.5% | 46 |
|
|
2023
Q4 | $945K | Buy |
+3,910
| New | +$945K | 0.44% | 65 |
|