Callahan 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 | $279K | Sell |
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|
2025
Q2 | $339K | Hold |
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|
2025
Q1 | $382K | Buy |
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|
2024
Q4 | $318K | Buy |
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|
2024
Q3 | $209K | Sell |
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|
2024
Q2 | $220K | Hold |
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|
2024
Q1 | $233K | Sell |
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|
2023
Q4 | $213K | Hold |
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|
2023
Q3 | $221K | Hold |
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|
2023
Q2 | $217K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $216K | Sell |
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|
2022
Q3 | $233K | Hold |
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|
2022
Q2 | $237K | Hold |
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|
2022
Q1 | $234K | Sell |
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|
2021
Q4 | $263K | Sell |
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|
2021
Q3 | $225K | Sell |
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|
2021
Q2 | $279K | Hold |
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|
2021
Q1 | $272K | Hold |
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|
2020
Q4 | $261K | Sell |
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|
2020
Q3 | $228K | Buy |
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|
2020
Q2 | $211K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $326K | Sell |
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|
2017
Q4 | $412K | Sell |
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|
2017
Q3 | $370K | Sell |
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|
2017
Q2 | $381K | Sell |
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|
2017
Q1 | $391K | Sell |
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|
2016
Q4 | $488K | Buy |
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|
2016
Q3 | $523K | Buy |
|