Charter Research & Investment Group’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 | $280K | Sell |
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|
2025
Q1 | $374K | Hold |
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|
2024
Q4 | $450K | Sell |
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|
2024
Q3 | $635K | Buy |
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|
2024
Q2 | $609K | Buy |
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|
2024
Q1 | $552K | Buy |
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|
2023
Q4 | $440K | Sell |
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|
2023
Q3 | $470K | Hold |
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|
2023
Q2 | $461K | Hold |
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|
2023
Q1 | $423K | Hold |
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|
2022
Q4 | $434K | Sell |
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|
2022
Q3 | $438K | Hold |
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|
2022
Q2 | $444K | Buy |
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|
2022
Q1 | $394K | Buy |
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|
2021
Q4 | $258K | Buy |
|