Berkeley Capital Partners’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 | – | Sell |
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|
2025
Q2 | $204K | Sell |
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|
2025
Q1 | $272K | Sell |
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|
2024
Q4 | $402K | Sell |
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|
2024
Q3 | $472K | Sell |
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|
2024
Q2 | $472K | Sell |
|
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|
2024
Q1 | $510K | Buy |
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|
2023
Q4 | $448K | Buy |
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|
2023
Q3 | $457K | Buy |
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|
2023
Q2 | $431K | Sell |
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|
2023
Q1 | $401K | Buy |
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|
2022
Q4 | $390K | Buy |
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|
2022
Q3 | $384K | Buy |
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|
2022
Q2 | $388K | Buy |
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|
2022
Q1 | $381K | Buy |
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|
2021
Q4 | $379K | Sell |
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|
2021
Q3 | $333K | Sell |
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|
2021
Q2 | $391K | Buy |
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|
2021
Q1 | $326K | Buy |
|