FTWA
Fifth Third Wealth Advisors’s Constellation Brands STZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $467K | Sell |
2,872
-1,341
| -32% | -$218K | 0.02% | 382 |
|
|
2025
Q1 | $773K | Buy |
4,213
+932
| +28% | +$171K | 0.04% | 255 |
|
|
2024
Q4 | $725K | Sell |
3,281
-342
| -9% | -$75.6K | 0.04% | 252 |
|
|
2024
Q3 | $934K | Buy |
3,623
+33
| +0.9% | +$8.5K | 0.06% | 203 |
|
|
2024
Q2 | $924K | Buy |
3,590
+1,607
| +81% | +$413K | 0.07% | 172 |
|
|
2024
Q1 | $539K | Buy |
1,983
+296
| +18% | +$80.4K | 0.08% | 151 |
|
|
2023
Q4 | $408K | Sell |
1,687
-78
| -4% | -$18.9K | 0.13% | 127 |
|
|
2023
Q3 | $444K | Buy |
+1,765
| New | +$444K | 0.18% | 115 |
|