Legacy 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
Q2 | – | Sell |
|
|||||
|
2025
Q1 | $891K | Sell |
|
|||||
|
2024
Q4 | $1.1M | Sell |
|
|||||
|
2024
Q3 | $1.4M | Buy |
|
|||||
|
2024
Q2 | $703K | Buy |
|
|||||
|
2020
Q1 | – | Sell |
|
|||||
|
2019
Q4 | $294K | Buy |
|
|||||
|
2019
Q2 | – | Sell |
|
|||||
|
2019
Q1 | $11K | Buy |
|
|||||
|
2018
Q4 | – | Sell |
|
|||||
|
2018
Q3 | $14K | Hold |
|
|||||
|
2018
Q2 | $14K | Hold |
|
|||||
|
2018
Q1 | $14K | Hold |
|
|||||
|
2017
Q4 | $14K | Hold |
|
|||||
|
2017
Q3 | $12K | Buy |
|