Laurie J. Hall Trustee’s Constellation Brands STZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-770
| Closed | -$170K | – | 221 |
|
|
2024
Q4 | $170K | Hold |
770
| – | – | 0.06% | 127 |
|
|
2024
Q3 | $198K | Buy |
770
+470
| +157% | +$121K | 0.06% | 125 |
|
|
2024
Q2 | $77K | Hold |
300
| – | – | 0.03% | 156 |
|
|
2024
Q1 | $82K | Hold |
300
| – | – | 0.03% | 155 |
|
|
2023
Q4 | $73K | Hold |
300
| – | – | 0.03% | 158 |
|
|
2023
Q3 | $75K | Hold |
300
| – | – | 0.03% | 150 |
|
|
2023
Q2 | $74K | Hold |
300
| – | – | 0.03% | 156 |
|
|
2023
Q1 | $68K | Hold |
300
| – | – | 0.03% | 159 |
|
|
2022
Q4 | $70K | Hold |
300
| – | – | 0.03% | 152 |
|
|
2022
Q3 | $69K | Hold |
300
| – | – | 0.03% | 150 |
|
|
2022
Q2 | $70K | Hold |
300
| – | – | 0.03% | 155 |
|
|
2022
Q1 | $69K | Hold |
300
| – | – | 0.03% | 166 |
|
|
2021
Q4 | $75K | Hold |
300
| – | – | 0.03% | 165 |
|
|
2021
Q3 | $63K | Hold |
300
| – | – | 0.02% | 177 |
|
|
2021
Q2 | $70K | Hold |
300
| – | – | 0.03% | 175 |
|
|
2021
Q1 | $68K | Hold |
300
| – | – | 0.03% | 178 |
|
|
2020
Q4 | $66K | Hold |
300
| – | – | 0.03% | 176 |
|
|
2020
Q3 | $57K | Buy |
+300
| New | +$57K | 0.03% | 171 |
|