Eads & Heald Wealth Management’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 | $340K | Sell |
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|
2025
Q2 | $516K | Sell |
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|
2025
Q1 | $709K | Sell |
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|
2024
Q4 | $1.01M | Sell |
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|
2024
Q3 | $1.21M | Sell |
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|
2024
Q2 | $1.22M | Buy |
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|
2024
Q1 | $1.12M | Buy |
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|
2023
Q4 | $933K | Buy |
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|
2023
Q3 | $935K | Buy |
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|
2023
Q2 | $890K | Sell |
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|
2023
Q1 | $868K | Sell |
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|
2022
Q4 | $904K | Buy |
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|
2022
Q3 | $845K | Sell |
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|
2022
Q2 | $879K | Buy |
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|
2022
Q1 | $757K | Sell |
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|
2021
Q4 | $831K | Sell |
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|
2021
Q3 | $710K | Sell |
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|
2021
Q2 | $914K | Buy |
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|
2021
Q1 | $804K | Buy |
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|
2020
Q4 | $647K | Hold |
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|
2020
Q3 | $560K | Buy |
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|
2020
Q2 | $491K | Buy |
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|
2020
Q1 | $363K | Sell |
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|
2019
Q4 | $505K | Sell |
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|
2019
Q3 | $704K | Buy |
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|
2019
Q2 | $659K | Sell |
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|
2019
Q1 | $590K | Sell |
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|
2018
Q4 | $542K | Buy |
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|
2018
Q3 | $710K | Buy |
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|
2018
Q2 | $515K | Buy |
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|
2018
Q1 | $523K | Buy |
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|
2017
Q4 | $466K | Sell |
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|
2017
Q3 | $409K | Buy |
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|
2017
Q2 | $393K | Sell |
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|
2017
Q1 | $332K | Buy |
|