Applied Finance Select Fund STZ Holdings History
Applied Finance Select Fund's Constellation Brands Inc Holding Summary
As of 2025-04-30, World Funds Trust held 48,037.00 shares of Constellation Brands Inc(STZ), totaling $9.01 Mil. This investment constitutes 1.58% of their stock portfolio, and World Funds Trust now holds 0.03% of the outstanding Constellation Brands Inc(STZ) stock.
The initial trade took place in 2020Q2. And since then Applied Finance Select Fund has made 11 purchases of STZ, at an average price of $190.51, for a total of 51,037.00 shares. In addition, there have been 2 sales at an average price of $241.34 for 3,000.00 shares. Based on historical transaction data and STZ's current price of $170.57, Applied Finance Select Fund's estimated gain on his STZ holdings is $-805,233.44, reflecting a -8.28% gain to date.
Applied Finance Select Fund STZ ($170.57) Holding Chart
Applied Finance Select Fund STZ ($170.57) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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