Legend 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 | $7K | Buy |
+43
| New | +$7K | ﹤0.01% | 128 |
|
|
2025
Q1 | – | Sell |
-43
| Closed | -$9.5K | – | 223 |
|
|
2024
Q4 | $9.5K | Hold |
43
| – | – | 0.01% | 119 |
|
|
2024
Q3 | $11.1K | Hold |
43
| – | – | 0.01% | 96 |
|
|
2024
Q2 | $11.1K | Hold |
43
| – | – | 0.01% | 140 |
|
|
2024
Q1 | $11.7K | Hold |
43
| – | – | 0.01% | 128 |
|
|
2023
Q4 | $10.4K | Hold |
43
| – | – | 0.01% | 123 |
|
|
2023
Q3 | $10.8K | Hold |
43
| – | – | 0.01% | 133 |
|
|
2023
Q2 | $10.6K | Hold |
43
| – | – | 0.01% | 145 |
|
|
2023
Q1 | $9.71K | Hold |
43
| – | – | 0.01% | 153 |
|
|
2022
Q4 | $9.97K | Hold |
43
| – | – | 0.01% | 166 |
|
|
2022
Q3 | $9.88K | Buy |
+43
| New | +$9.88K | 0.01% | 146 |
|