NRW
Nova R Wealth’s Constellation Brands STZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,567
| Closed | -$346K | – | 81 |
|
|
2024
Q4 | $346K | Buy |
1,567
+2
| +0.1% | +$442 | 0.17% | 59 |
|
|
2024
Q3 | $403K | Sell |
1,565
-22
| -1% | -$5.67K | 0.2% | 59 |
|
|
2024
Q2 | $408K | Buy |
1,587
+27
| +2% | +$6.94K | 0.21% | 55 |
|
|
2024
Q1 | $424K | Buy |
1,560
+600
| +63% | +$163K | 0.22% | 55 |
|
|
2023
Q4 | $232K | Buy |
+960
| New | +$232K | 0.15% | 60 |
|
|
2023
Q2 | – | Sell |
-1,571
| Closed | -$355K | – | 73 |
|
|
2023
Q1 | $355K | Buy |
1,571
+41
| +3% | +$9.26K | 0.24% | 53 |
|
|
2022
Q4 | $355K | Buy |
1,530
+2
| +0.1% | +$463 | 0.26% | 52 |
|
|
2022
Q3 | $351K | Buy |
1,528
+1
| +0.1% | +$230 | 0.29% | 49 |
|
|
2022
Q2 | $356K | Buy |
1,527
+5
| +0.3% | +$1.17K | 0.29% | 47 |
|
|
2022
Q1 | $350K | Buy |
1,522
+159
| +12% | +$36.6K | 0.3% | 46 |
|
|
2021
Q4 | $342K | Buy |
+1,363
| New | +$342K | 0.28% | 54 |
|