Forte Capital’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 | $473K | Buy |
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|
2025
Q1 | $531K | Sell |
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|
2024
Q4 | $642K | Sell |
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|
2024
Q3 | $755K | Sell |
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|
2024
Q2 | $786K | Sell |
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|
2024
Q1 | $835K | Sell |
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|
2023
Q4 | $747K | Hold |
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|
2023
Q3 | $776K | Sell |
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|
2023
Q2 | $889K | Hold |
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|
2023
Q1 | $816K | Hold |
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|
2022
Q4 | $837K | Buy |
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|
2022
Q3 | $733K | Sell |
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|
2022
Q2 | $786K | Sell |
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|
2022
Q1 | $855K | Hold |
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|
2021
Q4 | $855K | Buy |
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|
2021
Q3 | $710K | Hold |
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|
2021
Q2 | $789K | Buy |
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|
2021
Q1 | $758K | Sell |
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|
2020
Q4 | $733K | Sell |
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|
2020
Q3 | $692K | Sell |
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|
2020
Q2 | $855K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $736K | Buy |
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|
2017
Q3 | $642K | Sell |
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|
2017
Q2 | $627K | Hold |
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|
2017
Q1 | $524K | Buy |
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|
2016
Q4 | $443K | Hold |
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|
2016
Q3 | $482K | Sell |
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|
2016
Q2 | $495K | Hold |
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|
2016
Q1 | $452K | Sell |
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|
2015
Q4 | $441K | Hold |
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|
2015
Q3 | $387K | Hold |
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|
2015
Q2 | $359K | Hold |
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|
2015
Q1 | $362K | Hold |
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|
2014
Q4 | $304K | Sell |
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|
2014
Q3 | $274K | Buy |
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