Moneta Group Investment 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 | $295K | Sell |
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|
2025
Q2 | $372K | Sell |
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|
2025
Q1 | $496K | Buy |
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|
2024
Q4 | $583K | Sell |
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|
2024
Q3 | $715K | Sell |
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|
2024
Q2 | $784K | Sell |
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|
2024
Q1 | $864K | Buy |
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|
2023
Q4 | $716K | Sell |
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|
2023
Q3 | $758K | Buy |
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|
2023
Q2 | $741K | Sell |
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|
2023
Q1 | $821K | Sell |
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|
2022
Q4 | $865K | Sell |
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|
2022
Q3 | $1.01M | Sell |
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|
2022
Q2 | $1.11M | Buy |
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|
2022
Q1 | $999K | Buy |
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|
2021
Q4 | $878K | Sell |
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|
2021
Q3 | $745K | Buy |
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|
2021
Q2 | $667K | Buy |
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|
2021
Q1 | $650K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $210K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $25K | Buy |
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|
2018
Q1 | $14K | Buy |
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