J.W. Cole Advisors’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 | $257K | Sell |
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|
2025
Q2 | $349K | Buy |
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|
2025
Q1 | $347K | Buy |
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|
2024
Q4 | $274K | Sell |
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|
2024
Q3 | $418K | Buy |
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|
2024
Q2 | $412K | Sell |
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|
2024
Q1 | $476K | Buy |
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|
2023
Q4 | $408K | Sell |
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|
2023
Q3 | $440K | Buy |
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|
2023
Q2 | $370K | Buy |
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|
2023
Q1 | $330K | Sell |
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|
2022
Q4 | $363K | Buy |
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|
2022
Q3 | $299K | Sell |
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|
2022
Q2 | $345K | Buy |
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|
2022
Q1 | $306K | Buy |
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|
2021
Q4 | $319K | Sell |
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|
2021
Q3 | $281K | Sell |
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|
2021
Q2 | $325K | Buy |
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|
2021
Q1 | $294K | Buy |
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|
2020
Q4 | $209K | Sell |
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|
2020
Q3 | $528K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $253K | Buy |
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