Great Valley Advisor Group’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 | $1.65M | Buy |
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|
2025
Q2 | $1.32M | Buy |
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|
2025
Q1 | $1.25M | Sell |
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|
2024
Q4 | $4.79M | Buy |
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|
2024
Q3 | $5.35M | Buy |
|
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|
2024
Q2 | $4.95M | Buy |
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|
2024
Q1 | $4.7M | Buy |
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|
2023
Q4 | $4M | Buy |
|
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|
2023
Q3 | $3.34M | Buy |
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|
2023
Q2 | $1.41M | Buy |
|
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|
2023
Q1 | $1.25M | Buy |
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|
2022
Q4 | $1.09M | Buy |
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|
2022
Q3 | $997K | Buy |
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|
2022
Q2 | $949K | Buy |
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|
2022
Q1 | $915K | Buy |
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|
2021
Q4 | $813K | Buy |
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|
2021
Q3 | $696K | Buy |
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|
2021
Q2 | $761K | Sell |
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|
2021
Q1 | $749K | Sell |
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|
2020
Q4 | $1.09M | Sell |
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|
2020
Q3 | $953K | Sell |
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|
2020
Q2 | $935K | Buy |
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|
2020
Q1 | $580K | Buy |
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|
2019
Q4 | $636K | Buy |
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|
2019
Q3 | $677K | Buy |
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|
2019
Q2 | $616K | Sell |
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|
2019
Q1 | $561K | Buy |
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|
2018
Q4 | $489K | Buy |
|