Athena Investment Management’s Constellation Brands STZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$318K Hold
2025
Q2
$384K Hold
2025
Q1
$433K Hold
2024
Q4
$521K Hold
2024
Q3
$608K Hold
2024
Q2
$607K Sell
2024
Q1
$642K Hold
2023
Q4
$571K Hold
2023
Q3
$594K Hold
2023
Q2
$581K Hold
2023
Q1
$534K Hold
2022
Q4
$547K Hold
2022
Q3
$543K Hold
2022
Q2
$550K Hold
2022
Q1
$540K Buy