TCPG
Trivant Custom Portfolio Group’s Constellation Brands STZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $606K | Sell |
3,723
-197
| -5% | -$32K | 0.33% | 70 |
|
|
2025
Q1 | $719K | Sell |
3,920
-165
| -4% | -$30.3K | 0.41% | 63 |
|
|
2024
Q4 | $903K | Sell |
4,085
-50
| -1% | -$11.1K | 0.53% | 47 |
|
|
2024
Q3 | $1.07M | Sell |
4,135
-5,665
| -58% | -$1.46M | 0.61% | 42 |
|
|
2024
Q2 | $2.52M | Sell |
9,800
-23
| -0.2% | -$5.92K | 1.55% | 27 |
|
|
2024
Q1 | $2.67M | Sell |
9,823
-422
| -4% | -$115K | 1.7% | 29 |
|
|
2023
Q4 | $2.48M | Sell |
10,245
-204
| -2% | -$49.3K | 1.65% | 31 |
|
|
2023
Q3 | $2.63M | Buy |
10,449
+52
| +0.5% | +$13.1K | 1.93% | 19 |
|
|
2023
Q2 | $2.56M | Buy |
10,397
+154
| +2% | +$37.9K | 1.8% | 25 |
|
|
2023
Q1 | $2.31M | Buy |
+10,243
| New | +$2.31M | 1.65% | 27 |
|