Bragg Financial Advisors’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 | $240K | Sell |
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|
2025
Q1 | $326K | Sell |
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|
2024
Q4 | $415K | Sell |
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|
2024
Q3 | $516K | Hold |
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|
2024
Q2 | $516K | Sell |
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|
2024
Q1 | $629K | Sell |
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|
2023
Q4 | $606K | Sell |
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|
2023
Q3 | $656K | Sell |
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|
2023
Q2 | $686K | Sell |
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|
2023
Q1 | $641K | Buy |
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|
2022
Q4 | $655K | Buy |
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|
2022
Q3 | $639K | Sell |
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|
2022
Q2 | $688K | Sell |
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|
2022
Q1 | $709K | Sell |
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|
2021
Q4 | $662K | Hold |
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|
2021
Q3 | $662K | Sell |
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|
2021
Q2 | $806K | Sell |
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|
2021
Q1 | $852K | Sell |
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|
2020
Q4 | $840K | Sell |
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|
2020
Q3 | $765K | Buy |
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|
2020
Q2 | $680K | Buy |
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|
2020
Q1 | $465K | Buy |
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|
2019
Q4 | $481K | Buy |
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|
2019
Q3 | $500K | Buy |
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|
2019
Q2 | $460K | Buy |
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|
2019
Q1 | $388K | Hold |
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|
2018
Q4 | $356K | Buy |
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|
2018
Q3 | $363K | Buy |
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|
2018
Q2 | $359K | Sell |
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|
2018
Q1 | $382K | Buy |
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|
2017
Q4 | $363K | Buy |
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|
2017
Q3 | $315K | Buy |
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|
2017
Q2 | $300K | Buy |
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|
2017
Q1 | $239K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $1.15M | Sell |
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|
2016
Q1 | $1.65M | Buy |
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|
2015
Q4 | $1.51M | Buy |
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|
2015
Q3 | $1.25M | Hold |
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|
2015
Q2 | $1.16M | Hold |
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|
2015
Q1 | $1.16M | Hold |
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|
2014
Q4 | $982K | Hold |
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|
2014
Q3 | $872K | Hold |
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|
2014
Q2 | $881K | Hold |
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|
2014
Q1 | $850K | Sell |
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|
2013
Q4 | $1.41M | Hold |
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|
2013
Q3 | $1.15M | Hold |
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|
2013
Q2 | $1.04M | Buy |
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