Lake Street Advisors 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $399K | Sell |
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|
2024
Q3 | $527K | Sell |
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|
2024
Q2 | $527K | Sell |
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|
2024
Q1 | $600K | Sell |
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|
2023
Q4 | $549K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $216K | Sell |
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|
2021
Q1 | $242K | Buy |
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|
2020
Q4 | $222K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $265K | Buy |
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|
2018
Q1 | $265K | Buy |
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|
2017
Q4 | $252K | Buy |
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