Financial Perspectives’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 | $53.9K | Hold |
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|
2025
Q2 | $65.1K | Hold |
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|
2025
Q1 | $73.4K | Hold |
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|
2024
Q4 | $88.4K | Hold |
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|
2024
Q3 | $103K | Hold |
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|
2024
Q2 | $103K | Hold |
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|
2024
Q1 | $109K | Hold |
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|
2023
Q4 | $96.7K | Hold |
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|
2023
Q3 | $101K | Hold |
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|
2023
Q2 | $98.5K | Hold |
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|
2023
Q1 | $90.4K | Hold |
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|
2022
Q4 | $92.7K | Hold |
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|
2022
Q3 | $91.9K | Hold |
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|
2022
Q2 | $93.2K | Hold |
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|
2022
Q1 | $92.1K | Hold |
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|
2021
Q4 | $100K | Hold |
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|
2021
Q3 | $84.3K | Hold |
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|
2021
Q2 | $93.6K | Sell |
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|
2021
Q1 | $400K | Buy |
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|
2020
Q4 | $87.6K | Hold |
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|
2020
Q3 | $75.8K | Hold |
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|
2020
Q2 | $70K | Hold |
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|
2020
Q1 | $57.3K | Hold |
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|
2019
Q4 | $75.9K | Buy |
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