Lee Financial’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 | $215K | Hold |
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|
2025
Q2 | $260K | Hold |
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|
2025
Q1 | $294K | Sell |
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|
2024
Q4 | $359K | Hold |
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|
2024
Q3 | $418K | Buy |
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|
2024
Q2 | $413K | Hold |
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|
2024
Q1 | $436K | Buy |
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|
2023
Q4 | $387K | Hold |
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|
2023
Q3 | $402K | Hold |
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|
2023
Q2 | $394K | Sell |
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|
2023
Q1 | $370K | Buy |
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|
2022
Q4 | $371K | Hold |
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|
2022
Q3 | $368K | Sell |
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|
2022
Q2 | $373K | Buy |
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|
2022
Q1 | $369K | Hold |
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|
2021
Q4 | $402K | Hold |
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|
2021
Q3 | $337K | Hold |
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|
2021
Q2 | $374K | Hold |
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|
2021
Q1 | $365K | Hold |
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|
2020
Q4 | $350K | Hold |
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|
2020
Q3 | $303K | Hold |
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|
2020
Q2 | $280K | Hold |
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|
2020
Q1 | $229K | Hold |
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|
2019
Q4 | $304K | Hold |
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|
2019
Q3 | $332K | Hold |
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|
2019
Q2 | $315K | Hold |
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|
2019
Q1 | $281K | Hold |
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|
2018
Q4 | $257K | Hold |
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|
2018
Q3 | $345K | Sell |
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|
2018
Q2 | $352K | Buy |
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|
2018
Q1 | $365K | Hold |
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|
2017
Q4 | $366K | Hold |
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|
2017
Q3 | $319K | Hold |
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|
2017
Q2 | $310K | Hold |
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|
2017
Q1 | $259K | Hold |
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|
2016
Q4 | $245K | Buy |
|