Laraway Financial Advisors’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 | $515K | Hold |
3,165
| – | – | 0.39% | 63 |
|
|
2025
Q1 | $581K | Sell |
3,165
-50
| -2% | -$9.18K | 0.46% | 58 |
|
|
2024
Q4 | $711K | Sell |
3,215
-25
| -0.8% | -$5.53K | 0.55% | 47 |
|
|
2024
Q3 | $835K | Hold |
3,240
| – | – | 0.67% | 43 |
|
|
2024
Q2 | $834K | Hold |
3,240
| – | – | 0.71% | 40 |
|
|
2024
Q1 | $881K | Hold |
3,240
| – | – | 0.78% | 39 |
|
|
2023
Q4 | $783K | Hold |
3,240
| – | – | 0.74% | 36 |
|
|
2023
Q3 | $814K | Hold |
3,240
| – | – | 0.85% | 34 |
|
|
2023
Q2 | $797K | Sell |
3,240
-194
| -6% | -$47.7K | 0.79% | 38 |
|
|
2023
Q1 | $773K | Sell |
3,434
-200
| -6% | -$45K | 0.78% | 38 |
|
|
2022
Q4 | $839K | Buy |
3,634
+14
| +0.4% | +$3.23K | 0.88% | 36 |
|
|
2022
Q3 | $830K | Hold |
3,620
| – | – | 0.93% | 34 |
|
|
2022
Q2 | $843K | Sell |
3,620
-210
| -5% | -$48.9K | 0.9% | 34 |
|
|
2022
Q1 | $881K | Hold |
3,830
| – | – | 0.8% | 38 |
|
|
2021
Q4 | $960K | Buy |
+3,830
| New | +$960K | 0.86% | 38 |
|