FMWA
Forvis Mazars Wealth Advisors’s Constellation Brands STZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.9M | Buy |
11,682
+18
| +0.2% | +$2.93K | 0.04% | 162 |
|
|
2025
Q1 | $2.14M | Buy |
11,664
+943
| +9% | +$173K | 0.05% | 146 |
|
|
2024
Q4 | $2.37M | Sell |
10,721
-826
| -7% | -$183K | 0.05% | 147 |
|
|
2024
Q3 | $2.98M | Buy |
11,547
+217
| +2% | +$55.9K | 0.07% | 135 |
|
|
2024
Q2 | $2.91M | Buy |
11,330
+1,016
| +10% | +$261K | 0.07% | 129 |
|
|
2024
Q1 | $2.8M | Buy |
10,314
+433
| +4% | +$118K | 0.07% | 131 |
|
|
2023
Q4 | $2.39M | Sell |
9,881
-152
| -2% | -$36.7K | 0.07% | 139 |
|
|
2023
Q3 | $2.52M | Sell |
10,033
-5,241
| -34% | -$1.32M | 0.08% | 128 |
|
|
2023
Q2 | $3.76M | Buy |
15,274
+6,159
| +68% | +$1.52M | 0.11% | 117 |
|
|
2023
Q1 | $2.06M | Buy |
9,115
+993
| +12% | +$224K | 0.07% | 148 |
|
|
2022
Q4 | $1.88M | Buy |
8,122
+916
| +13% | +$212K | 0.07% | 151 |
|
|
2022
Q3 | $1.66M | Buy |
7,206
+695
| +11% | +$160K | 0.07% | 152 |
|
|
2022
Q2 | $1.52M | Buy |
6,511
+269
| +4% | +$62.7K | 0.06% | 155 |
|
|
2022
Q1 | $1.44M | Buy |
6,242
+771
| +14% | +$178K | 0.06% | 131 |
|
|
2021
Q4 | $1.37M | Buy |
5,471
+416
| +8% | +$104K | 0.06% | 124 |
|
|
2021
Q3 | $1.07M | Buy |
5,055
+298
| +6% | +$62.8K | 0.05% | 131 |
|
|
2021
Q2 | $1.11M | Buy |
4,757
+112
| +2% | +$26.2K | 0.05% | 127 |
|
|
2021
Q1 | $1.06M | Sell |
4,645
-230
| -5% | -$52.4K | 0.05% | 131 |
|
|
2020
Q4 | $1.07M | Buy |
4,875
+487
| +11% | +$107K | 0.05% | 146 |
|
|
2020
Q3 | $832K | Buy |
4,388
+750
| +21% | +$142K | 0.05% | 149 |
|
|
2020
Q2 | $637K | Buy |
3,638
+1,885
| +108% | +$330K | 0.04% | 169 |
|
|
2020
Q1 | $251K | Buy |
1,753
+605
| +53% | +$86.6K | 0.02% | 249 |
|
|
2019
Q4 | $218K | Buy |
+1,148
| New | +$218K | 0.02% | 271 |
|
|
2019
Q2 | – | Sell |
-2,801
| Closed | -$491K | – | 264 |
|
|
2019
Q1 | $491K | Buy |
+2,801
| New | +$491K | 0.04% | 165 |
|