FAM
Formidable Asset Management’s Constellation Brands STZ Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $338K | Hold |
1,842
| – | – | 0.06% | 292 |
|
2025
Q1 | $338K | Buy |
+1,842
| New | +$338K | 0.06% | 291 |
|
2021
Q4 | – | Sell |
-1,001
| Closed | -$211K | – | 350 |
|
2021
Q3 | $211K | Buy |
1,001
+6
| +0.6% | +$1.27K | 0.04% | 320 |
|
2021
Q2 | $224K | Buy |
995
+1
| +0.1% | +$225 | 0.05% | 274 |
|
2021
Q1 | $229K | Hold |
994
| – | – | 0.05% | 252 |
|
2020
Q4 | $216K | Buy |
+994
| New | +$216K | 0.05% | 248 |
|
2019
Q2 | – | Sell |
-22,900
| Closed | -$15K | – | 327 |
|
2019
Q1 | $15K | Buy |
+22,900
| New | +$15K | 0.01% | 181 |
|