Premier Path 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 | $1.11M | Sell |
6,831
-559
| -8% | -$90.9K | 0.15% | 159 |
|
|
2025
Q1 | $1.36M | Buy |
7,390
+1,748
| +31% | +$321K | 0.21% | 113 |
|
|
2024
Q4 | $1.25M | Buy |
5,642
+485
| +9% | +$107K | 0.19% | 124 |
|
|
2024
Q3 | $1.33M | Sell |
5,157
-89
| -2% | -$22.9K | 0.21% | 118 |
|
|
2024
Q2 | $1.35M | Buy |
5,246
+111
| +2% | +$28.6K | 0.23% | 104 |
|
|
2024
Q1 | $1.39M | Buy |
5,135
+1,192
| +30% | +$323K | 0.26% | 96 |
|
|
2023
Q4 | $959K | Buy |
+3,943
| New | +$959K | 0.21% | 122 |
|