Haverford Trust Company’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 | $590K | Buy |
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|
2025
Q1 | $627K | Sell |
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|
2024
Q4 | $772K | Buy |
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|
2024
Q3 | $798K | Sell |
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|
2024
Q2 | $799K | Buy |
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|
2024
Q1 | $842K | Sell |
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|
2023
Q4 | $757K | Sell |
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|
2023
Q3 | $794K | Sell |
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|
2023
Q2 | $794K | Sell |
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|
2023
Q1 | $774K | Buy |
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|
2022
Q4 | $498K | Buy |
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|
2022
Q3 | $397K | Sell |
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|
2022
Q2 | $443K | Buy |
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|
2022
Q1 | $220K | Sell |
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|
2021
Q4 | $1.16M | Buy |
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|
2021
Q3 | $530K | Buy |
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|
2021
Q2 | $226K | Hold |
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|
2021
Q1 | $220K | Hold |
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|
2020
Q4 | $212K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $271K | Buy |
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|
2019
Q3 | $293K | Sell |
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|
2019
Q2 | $318K | Sell |
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|
2019
Q1 | $305K | Sell |
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|
2018
Q4 | $305K | Sell |
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|
2018
Q3 | $450K | Sell |
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|
2018
Q2 | $465K | Buy |
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|
2018
Q1 | $460K | Buy |
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|
2017
Q4 | $461K | Buy |
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|
2017
Q3 | $242K | Buy |
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|
2017
Q2 | $221K | Buy |
|