Clearstead 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 | $101K | Sell |
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|
2025
Q2 | $123K | Buy |
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|
2025
Q1 | $83.5K | Sell |
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|
2024
Q4 | $906K | Sell |
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|
2024
Q3 | $1.71M | Buy |
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|
2024
Q2 | $1.71M | Buy |
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|
2024
Q1 | $1.7M | Buy |
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|
2023
Q4 | $1.55M | Sell |
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|
2023
Q3 | $3.21M | Buy |
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|
2023
Q2 | $1.57M | Buy |
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|
2023
Q1 | $929K | Sell |
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|
2022
Q4 | $1.06M | Buy |
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|
2022
Q3 | $971K | Buy |
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|
2022
Q2 | $477K | Buy |
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|
2022
Q1 | $465K | Buy |
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|
2021
Q4 | $458K | Buy |
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|
2021
Q3 | $351K | Buy |
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|
2021
Q2 | $329K | Buy |
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|
2021
Q1 | $317K | Buy |
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|
2020
Q4 | $294K | Buy |
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|
2020
Q3 | $192K | Hold |
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|
2020
Q2 | $178K | Buy |
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|
2020
Q1 | $137K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $210K | Sell |
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|
2019
Q2 | $203K | Buy |
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