Paladin Advisory Group’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 | $36.3K | Hold |
223
| – | – | 0.03% | 155 |
|
|
2025
Q1 | $40.9K | Hold |
223
| – | – | 0.03% | 157 |
|
|
2024
Q4 | $49.3K | Hold |
223
| – | – | 0.04% | 154 |
|
|
2024
Q3 | $57.5K | Hold |
223
| – | – | 0.04% | 145 |
|
|
2024
Q2 | $57.2K | Hold |
223
| – | – | 0.04% | 138 |
|
|
2024
Q1 | $59.3K | Hold |
223
| – | – | 0.05% | 133 |
|
|
2023
Q4 | $53.9K | Hold |
223
| – | – | 0.04% | 138 |
|
|
2023
Q3 | $56K | Hold |
223
| – | – | 0.05% | 141 |
|
|
2023
Q2 | $54.9K | Hold |
223
| – | – | 0.04% | 148 |
|
|
2023
Q1 | $50.4K | Buy |
+223
| New | +$50.4K | 0.04% | 150 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 213 |
|
|
2022
Q3 | – | Hold |
0
| – | – | – | 217 |
|
|
2022
Q2 | – | Sell |
-223
| Closed | -$52K | – | 217 |
|
|
2022
Q1 | $52K | Buy |
+223
| New | +$52K | 0.04% | 169 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 212 |
|