Caldwell Trust’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 | $5.39K | Hold |
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|
2025
Q2 | $6.51K | Hold |
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|
2025
Q1 | $7.34K | Hold |
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|
2024
Q4 | $8.84K | Hold |
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|
2024
Q3 | $10.3K | Sell |
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|
2024
Q2 | $25.7K | Sell |
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|
2024
Q1 | $459K | Sell |
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|
2023
Q4 | $1.13M | Sell |
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|
2023
Q3 | $1.23M | Sell |
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|
2023
Q2 | $1.24M | Sell |
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|
2023
Q1 | $1.19M | Buy |
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|
2022
Q4 | $1.21M | Buy |
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|
2022
Q3 | $1.1M | Sell |
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|
2022
Q2 | $1.15M | Sell |
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|
2022
Q1 | $1.16M | Buy |
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|
2021
Q4 | $1.22M | Buy |
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|
2021
Q3 | $985K | Buy |
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|
2021
Q2 | $1.09M | Sell |
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|
2021
Q1 | $1.29M | Buy |
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|
2020
Q4 | $1.23M | Buy |
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|
2020
Q3 | $1.06M | Sell |
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|
2020
Q2 | $1.45M | Sell |
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|
2020
Q1 | $1.24M | Sell |
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|
2019
Q4 | $1.72M | Buy |
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