Financial Advocates Investment 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
Q2 | – | Sell |
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|
2025
Q1 | $219K | Sell |
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|
2024
Q4 | $370K | Sell |
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|
2024
Q3 | $433K | Buy |
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|
2024
Q2 | $432K | Buy |
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|
2024
Q1 | $433K | Sell |
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|
2023
Q4 | $426K | Sell |
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|
2023
Q3 | $456K | Buy |
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|
2023
Q2 | $446K | Sell |
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|
2023
Q1 | $445K | Sell |
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|
2022
Q4 | $521K | Sell |
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|
2022
Q3 | $922K | Buy |
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|
2022
Q2 | $472K | Sell |
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|
2022
Q1 | $470K | Sell |
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|
2021
Q4 | $522K | Buy |
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|
2021
Q3 | $430K | Sell |
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|
2021
Q2 | $580K | Buy |
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|
2021
Q1 | $487K | Buy |
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|
2020
Q4 | $458K | Buy |
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|
2020
Q3 | $377K | Sell |
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|
2020
Q2 | $353K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $254K | Buy |
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|
2019
Q3 | $276K | Buy |
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|
2019
Q2 | $252K | Buy |
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|
2019
Q1 | $210K | Buy |
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