Legacy Capital Wealth Partners’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
Sell
-1,437
Closed -$264K 393
2025
Q1
$264K Buy
1,437
+430
+43% +$78.9K 0.06% 304
2024
Q4
$223K Sell
1,007
-1,220
-55% -$270K 0.06% 320
2024
Q3
$574K Buy
2,227
+646
+41% +$166K 0.11% 169
2024
Q2
$407K Buy
+1,581
New +$407K 0.1% 195