Laurel Wealth Advisors (North Carolina)’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 | $175K | Buy |
28,469
+28,294
| +16,168% | +$174K | ﹤0.01% | 447 |
|
|
2025
Q1 | $32.1K | Buy |
+175
| New | +$32.1K | 0.01% | 360 |
|
|
2021
Q3 | – | Sell |
-3
| Closed | -$1K | – | 735 |
|
|
2021
Q2 | $1K | Hold |
3
| – | – | ﹤0.01% | 728 |
|
|
2021
Q1 | $1K | Hold |
3
| – | – | ﹤0.01% | 652 |
|
|
2020
Q4 | $1K | Buy |
3
+1
| +50% | +$333 | ﹤0.01% | 580 |
|
|
2020
Q3 | $0 | Buy |
+2
| New | – | ﹤0.01% | 554 |
|
|
2020
Q1 | – | Sell |
-5
| Closed | -$1K | – | 557 |
|
|
2019
Q4 | $1K | Hold |
5
| – | – | ﹤0.01% | 517 |
|
|
2019
Q3 | $1K | Buy |
+5
| New | +$1K | ﹤0.01% | 503 |
|