Capital Advisory Group Advisory Services’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
Q2 | – | Sell |
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|
2025
Q1 | $246K | Sell |
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|
2024
Q4 | $299K | Hold |
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|
2024
Q3 | $349K | Hold |
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|
2024
Q2 | $348K | Hold |
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|
2024
Q1 | $368K | Sell |
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|
2023
Q4 | $328K | Sell |
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|
2023
Q3 | $346K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $319K | Buy |
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|
2022
Q4 | $302K | Buy |
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|
2022
Q3 | $289K | Buy |
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|
2022
Q2 | $251K | Hold |
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|
2022
Q1 | $235K | Buy |
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|
2021
Q4 | $253K | Buy |
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|
2021
Q3 | $210K | Buy |
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|
2021
Q2 | $228K | Sell |
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|
2021
Q1 | $232K | Buy |
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|
2020
Q4 | $216K | Buy |
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|
2020
Q3 | $163K | Buy |
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|
2020
Q2 | $150K | Buy |
|