DIA
Davidson Investment Advisors’s Constellation Brands STZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $19.7M | Buy |
121,073
+29,652
| +32% | +$4.82M | 0.89% | 41 |
|
|
2025
Q1 | $16.8M | Buy |
91,421
+4,424
| +5% | +$812K | 0.83% | 53 |
|
|
2024
Q4 | $19.2M | Sell |
86,997
-756
| -0.9% | -$167K | 0.93% | 38 |
|
|
2024
Q3 | $22.6M | Buy |
87,753
+3,402
| +4% | +$877K | 1.09% | 27 |
|
|
2024
Q2 | $21.7M | Buy |
84,351
+1,668
| +2% | +$429K | 1.12% | 28 |
|
|
2024
Q1 | $22.5M | Buy |
82,683
+2,332
| +3% | +$634K | 1.17% | 23 |
|
|
2023
Q4 | $19.4M | Buy |
80,351
+1,714
| +2% | +$414K | 1.11% | 29 |
|
|
2023
Q3 | $19.8M | Buy |
78,637
+1,578
| +2% | +$397K | 1.26% | 20 |
|
|
2023
Q2 | $19M | Buy |
77,059
+24,978
| +48% | +$6.15M | 1.2% | 23 |
|
|
2023
Q1 | $11.8M | Buy |
+52,081
| New | +$11.8M | 0.77% | 69 |
|