LVW 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
Q3 | $314K | Buy |
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|
2025
Q2 | $294K | Buy |
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|
2025
Q1 | $327K | Sell |
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|
2024
Q4 | $448K | Sell |
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|
2024
Q3 | $555K | Sell |
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|
2024
Q2 | $683K | Buy |
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|
2024
Q1 | $720K | Sell |
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|
2023
Q4 | $647K | Sell |
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|
2023
Q3 | $720K | Sell |
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|
2023
Q2 | $848K | Sell |
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|
2023
Q1 | $788K | Sell |
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|
2022
Q4 | $855K | Sell |
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|
2022
Q3 | $896K | Buy |
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|
2022
Q2 | $900K | Sell |
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|
2022
Q1 | $895K | Buy |
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|
2021
Q4 | $974K | Sell |
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|
2021
Q3 | $881K | Sell |
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|
2021
Q2 | $1.03M | Hold |
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|
2021
Q1 | $1M | Buy |
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|
2020
Q4 | $964K | Buy |
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|
2020
Q3 | $833K | Sell |
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|
2020
Q2 | $900K | Buy |
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|
2020
Q1 | $735K | Buy |
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|
2019
Q4 | $944K | Sell |
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|
2019
Q3 | $1.17M | Buy |
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|
2019
Q2 | $1.07M | Buy |
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|
2019
Q1 | $939K | Buy |
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|
2018
Q4 | $611K | Buy |
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|
2018
Q3 | $607K | Hold |
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|
2018
Q2 | $616K | Hold |
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|
2018
Q1 | $642K | Sell |
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|
2017
Q4 | $648K | Buy |
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|
2017
Q3 | $562K | Buy |
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|
2017
Q2 | $542K | Sell |
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|
2017
Q1 | $463K | Sell |
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|
2016
Q4 | $467K | Buy |
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|
2016
Q3 | $399K | Buy |
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|
2016
Q2 | $391K | Sell |
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|
2016
Q1 | $395K | Sell |
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|
2015
Q4 | $527K | Sell |
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|
2015
Q3 | $488K | Buy |
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|
2015
Q2 | $452K | Buy |
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|
2015
Q1 | $452K | Sell |
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|
2014
Q4 | $402K | Buy |
|