True Wealth Design’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 | $1.63K | Sell |
10
-4
| -29% | -$651 | ﹤0.01% | 1261 |
|
|
2025
Q1 | $2.57K | Buy |
14
+2
| +17% | +$367 | ﹤0.01% | 921 |
|
|
2024
Q4 | $2.65K | Buy |
+12
| New | +$2.65K | ﹤0.01% | 670 |
|
|
2024
Q3 | – | Sell |
-78
| Closed | -$20.1K | – | 1313 |
|
|
2024
Q2 | $20.1K | Hold |
78
| – | – | 0.01% | 211 |
|
|
2024
Q1 | $21.2K | Hold |
78
| – | – | 0.01% | 210 |
|
|
2023
Q4 | $18.9K | Buy |
+78
| New | +$18.9K | 0.01% | 204 |
|