Center for Financial Planning’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 | $6.06K | Hold |
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|
2025
Q2 | $7.32K | Hold |
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|
2025
Q1 | $8.26K | Hold |
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|
2024
Q4 | $9.95K | Sell |
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|
2024
Q3 | $37.4K | Hold |
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|
2024
Q2 | $37.3K | Hold |
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|
2024
Q1 | $39.4K | Hold |
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|
2023
Q4 | $35.1K | Buy |
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|
2023
Q3 | $33.9K | Hold |
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|
2023
Q2 | $33.2K | Hold |
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|
2023
Q1 | $30.5K | Hold |
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|
2022
Q4 | $31.3K | Hold |
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|
2022
Q3 | $31K | Hold |
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|
2022
Q2 | $31K | Hold |
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|
2022
Q1 | $31K | Hold |
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|
2021
Q4 | $34K | Hold |
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|
2021
Q3 | $28K | Hold |
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|
2021
Q2 | $32K | Buy |
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|
2021
Q1 | $8K | Hold |
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|
2020
Q4 | $8K | Hold |
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|
2020
Q3 | $7K | Hold |
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|
2020
Q2 | $6K | Hold |
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|
2020
Q1 | $5K | Hold |
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|
2019
Q4 | $7K | Buy |
|