Caldwell Trust’s Constellation Brands STZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.51K | Hold |
40
|
|
||||
|
2025
Q1 | $7.34K | Hold |
40
|
|
||||
|
2024
Q4 | $8.84K | Hold |
40
|
|
||||
|
2024
Q3 | $10.3K | Sell |
40
-60
|
|
||||
|
2024
Q2 | $25.7K | Sell |
100
-1,590
|
|
||||
|
2024
Q1 | $459K | Sell |
1,690
-2,980
|
|
||||
|
2023
Q4 | $1.13M | Sell |
4,670
-226
|
|
||||
|
2023
Q3 | $1.23M | Sell |
4,896
-142
|
|
||||
|
2023
Q2 | $1.24M | Sell |
5,038
-226
|
|
||||
|
2023
Q1 | $1.19M | Buy |
5,264
+25
|
|
||||
|
2022
Q4 | $1.21M | Buy |
5,239
+437
|
|
||||
|
2022
Q3 | $1.1M | Sell |
4,802
-140
|
|
||||
|
2022
Q2 | $1.15M | Sell |
4,942
-92
|
|
||||
|
2022
Q1 | $1.16M | Buy |
5,034
+180
|
|
||||
|
2021
Q4 | $1.22M | Buy |
4,854
+177
|
|
||||
|
2021
Q3 | $985K | Buy |
4,677
+22
|
|
||||
|
2021
Q2 | $1.09M | Sell |
4,655
-1,014
|
|
||||
|
2021
Q1 | $1.29M | Buy |
5,669
+33
|
|
||||
|
2020
Q4 | $1.23M | Buy |
5,636
+63
|
|
||||
|
2020
Q3 | $1.06M | Sell |
5,573
-2,689
|
|
||||
|
2020
Q2 | $1.45M | Sell |
8,262
-414
|
|
||||
|
2020
Q1 | $1.24M | Sell |
8,676
-405
|
|
||||
|
2019
Q4 | $1.72M | Buy |
+9,081
|
|