Independent Advisor Alliance’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 | $261K | Sell |
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|
2025
Q1 | $374K | Sell |
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|
2024
Q4 | $656K | Sell |
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|
2024
Q3 | $798K | Sell |
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|
2024
Q2 | $816K | Buy |
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|
2024
Q1 | $858K | Buy |
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|
2023
Q4 | $679K | Sell |
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|
2023
Q3 | $789K | Sell |
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|
2023
Q2 | $810K | Sell |
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|
2023
Q1 | $849K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $1.32M | Buy |
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|
2022
Q2 | $1.33M | Buy |
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|
2022
Q1 | $522K | Buy |
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|
2021
Q4 | $287K | Sell |
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|
2021
Q3 | $255K | Buy |
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|
2021
Q2 | $265K | Sell |
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|
2021
Q1 | $287K | Buy |
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|
2020
Q4 | $209K | Sell |
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|
2020
Q3 | $990K | Sell |
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|
2020
Q2 | $1.82M | Buy |
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|
2020
Q1 | $703K | Sell |
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|
2019
Q4 | $2.02M | Sell |
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|
2019
Q3 | $3.92M | Buy |
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|
2019
Q2 | $2.67M | Buy |
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|
2019
Q1 | $2.94M | Buy |
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|
2018
Q4 | $2.42M | Sell |
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|
2018
Q3 | $2.32M | Buy |
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|
2018
Q2 | $2.09M | Buy |
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|
2018
Q1 | $2.16M | Buy |
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|
2017
Q4 | $2.05M | Buy |
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|
2017
Q3 | $1.74M | Buy |
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|
2017
Q2 | $1.61M | Buy |
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|
2017
Q1 | $1.29M | Sell |
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|
2016
Q4 | $1.32M | Buy |
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