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Optimize Financial’s Constellation Brands STZ Stock Holding History

Optimize Financial’s Portfolio STZ Stock Details STZ Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$434K Sell
2,670
-18
-0.7% -$2.93K 0.27% 99
2025
Q1 		$493K Buy
2,688
+785
+41% +$144K 0.36% 85
2024
Q4 		$421K Buy
+1,903
New +$421K 0.32% 88