Cooper/Haims 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 | $358K | Sell |
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|
2025
Q2 | $490K | Sell |
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|
2025
Q1 | $564K | Buy |
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|
2024
Q4 | $454K | Hold |
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|
2024
Q3 | $529K | Sell |
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|
2024
Q2 | $541K | Hold |
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|
2024
Q1 | $571K | Hold |
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|
2023
Q4 | $508K | Buy |
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|
2023
Q3 | $528K | Hold |
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|
2023
Q2 | $517K | Hold |
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|
2023
Q1 | $475K | Sell |
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|
2022
Q4 | $510K | Buy |
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|
2022
Q3 | $489K | Hold |
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|
2022
Q2 | $497K | Sell |
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|
2022
Q1 | $502K | Buy |
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|
2021
Q4 | $547K | Hold |
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|
2021
Q3 | $459K | Hold |
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|
2021
Q2 | $510K | Sell |
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|
2021
Q1 | $520K | Hold |
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|
2020
Q4 | $499K | Hold |
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|
2020
Q3 | $432K | Buy |
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|
2020
Q2 | $265K | Buy |
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|
2020
Q1 | $203K | Buy |
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|
2019
Q4 | $263K | Sell |
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|
2019
Q3 | $308K | Hold |
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|
2019
Q2 | $292K | Hold |
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|
2019
Q1 | $260K | Sell |
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|
2018
Q4 | $253K | Sell |
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|
2018
Q3 | $393K | Hold |
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|
2018
Q2 | $399K | Hold |
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|
2018
Q1 | $416K | Hold |
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|
2017
Q4 | $417K | Buy |
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