Forum Financial 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 | – | Sell |
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|
2025
Q2 | $289K | Buy |
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|
2025
Q1 | $284K | Sell |
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|
2024
Q4 | $444K | Buy |
|
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|
2024
Q3 | $350K | Sell |
|
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|
2024
Q2 | $866K | Sell |
|
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|
2024
Q1 | $915K | Hold |
|
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|
2023
Q4 | $814K | Buy |
|
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|
2023
Q3 | $777K | Buy |
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|
2023
Q2 | $761K | Buy |
|
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|
2023
Q1 | $691K | Sell |
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|
2022
Q4 | $854K | Sell |
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|
2022
Q3 | $849K | Sell |
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|
2022
Q2 | $1.13M | Buy |
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|
2022
Q1 | $1.04M | Sell |
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|
2021
Q4 | $1.16M | Buy |
|