SWM
Seed Wealth Management’s Constellation Brands STZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-900
| Closed | -$232K | – | 161 |
|
|
2024
Q3 | $232K | Hold |
900
| – | – | 0.19% | 138 |
|
|
2024
Q2 | $232K | Hold |
900
| – | – | 0.2% | 127 |
|
|
2024
Q1 | $239K | Hold |
900
| – | – | 0.23% | 120 |
|
|
2023
Q4 | $220K | Hold |
900
| – | – | 0.22% | 126 |
|
|
2023
Q3 | $226K | Hold |
900
| – | – | 0.25% | 116 |
|
|
2023
Q2 | $222K | Hold |
900
| – | – | 0.23% | 125 |
|
|
2023
Q1 | $203K | Hold |
900
| – | – | 0.23% | 126 |
|
|
2022
Q4 | $209K | Buy |
+900
| New | +$209K | 0.24% | 122 |
|