Secure Asset Management’s Constellation Brands STZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $327K | Buy |
2,008
+655
| +48% | +$107K | 0.06% | 236 |
|
|
2025
Q1 | $248K | Sell |
1,353
-6,136
| -82% | -$1.13M | 0.05% | 256 |
|
|
2024
Q4 | $1.65M | Buy |
7,489
+1,145
| +18% | +$253K | 0.25% | 94 |
|
|
2024
Q3 | $1.63M | Buy |
6,344
+1,022
| +19% | +$263K | 0.28% | 90 |
|
|
2024
Q2 | $1.37M | Buy |
5,322
+637
| +14% | +$164K | 0.26% | 96 |
|
|
2024
Q1 | $1.27M | Buy |
4,685
+3,633
| +345% | +$987K | 0.3% | 93 |
|
|
2023
Q4 | $254K | Buy |
+1,052
| New | +$254K | 0.07% | 189 |
|
|
2021
Q4 | – | Sell |
-1,081
| Closed | -$228K | – | 218 |
|
|
2021
Q3 | $228K | Buy |
1,081
+213
| +25% | +$44.9K | 0.11% | 159 |
|
|
2021
Q2 | $203K | Buy |
+868
| New | +$203K | 0.1% | 177 |
|