Kovitz Investment Group Partners’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 | $315K | Sell |
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|
2025
Q2 | $1.53M | Sell |
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|
2025
Q1 | $6.41M | Sell |
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|
2024
Q4 | $84.8M | Buy |
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|
2024
Q3 | $9.83M | Buy |
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|
2024
Q2 | $7.87M | Sell |
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|
2024
Q1 | $10.2M | Buy |
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|
2023
Q4 | $3.63M | Sell |
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|
2023
Q3 | $5.08M | Sell |
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|
2023
Q2 | $5.2M | Sell |
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|
2023
Q1 | $5.4M | Sell |
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|
2022
Q4 | $6.28M | Buy |
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|
2022
Q3 | $5.75M | Sell |
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|
2022
Q2 | $5.85M | Sell |
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|
2022
Q1 | $7.34M | Buy |
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|
2021
Q4 | $4.28M | Sell |
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|
2021
Q3 | $7.33M | Buy |
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|
2021
Q2 | $7.76M | Buy |
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|
2021
Q1 | $4.97M | Buy |
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|
2020
Q4 | $4.25M | Sell |
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|
2020
Q3 | $4.13M | Buy |
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|
2020
Q2 | $3.07M | Buy |
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|
2020
Q1 | $643K | Buy |
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|
2019
Q4 | $394K | Buy |
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|
2019
Q3 | $421K | Buy |
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|
2019
Q2 | $399K | Sell |
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|
2019
Q1 | $358K | Buy |
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