LA
Legacy Advisors’s Constellation Brands STZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-4,854
| Closed | -$891K | – | 355 |
|
|
2025
Q1 | $891K | Sell |
4,854
-129
| -3% | -$23.7K | 0.09% | 177 |
|
|
2024
Q4 | $1.1M | Sell |
4,983
-437
| -8% | -$96.6K | 0.11% | 149 |
|
|
2024
Q3 | $1.4M | Buy |
5,420
+2,686
| +98% | +$692K | 0.15% | 117 |
|
|
2024
Q2 | $703K | Buy |
+2,734
| New | +$703K | 0.09% | 173 |
|
|
2020
Q1 | – | Sell |
-1,550
| Closed | -$294K | – | 130 |
|
|
2019
Q4 | $294K | Buy |
+1,550
| New | +$294K | 0.19% | 105 |
|
|
2019
Q2 | – | Sell |
-64
| Closed | -$11K | – | 421 |
|
|
2019
Q1 | $11K | Buy |
+64
| New | +$11K | ﹤0.01% | 327 |
|
|
2018
Q4 | – | Sell |
-64
| Closed | -$14K | – | 353 |
|
|
2018
Q3 | $14K | Hold |
64
| – | – | 0.01% | 320 |
|
|
2018
Q2 | $14K | Hold |
64
| – | – | 0.01% | 281 |
|
|
2018
Q1 | $14K | Hold |
64
| – | – | 0.01% | 236 |
|
|
2017
Q4 | $14K | Hold |
64
| – | – | 0.01% | 221 |
|
|
2017
Q3 | $12K | Buy |
+64
| New | +$12K | 0.01% | 201 |
|