Clearstead Trust’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 | $64.6K | Sell |
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|
2025
Q2 | $153K | Sell |
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|
2025
Q1 | $189K | Sell |
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|
2024
Q4 | $231K | Buy |
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|
2024
Q3 | $42.8K | Hold |
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|
2024
Q2 | $42.7K | Sell |
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|
2024
Q1 | $50.3K | Buy |
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|
2023
Q4 | $4.59K | Hold |
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|
2023
Q3 | $4.78K | Hold |
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|
2023
Q2 | $4.68K | Hold |
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|
2023
Q1 | $4.29K | Sell |
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|
2022
Q4 | $70K | Buy |
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|
2022
Q3 | $4K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $43K | Hold |
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|
2019
Q2 | $41K | Hold |
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|
2019
Q1 | $37K | Sell |
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|
2018
Q4 | $56K | Sell |
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|
2018
Q3 | $147K | Buy |
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|
2018
Q2 | $114K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $60K | Hold |
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|
2017
Q3 | $52K | Hold |
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|
2017
Q2 | $51K | Buy |
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