Montag & Associates’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 | $64.9K | Hold |
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|
2025
Q1 | $73.2K | Sell |
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|
2024
Q4 | $342K | Hold |
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|
2024
Q3 | $399K | Sell |
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|
2024
Q2 | $752K | Sell |
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|
2024
Q1 | $861K | Sell |
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|
2023
Q4 | $1.63M | Sell |
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|
2023
Q3 | $1.86M | Sell |
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|
2023
Q2 | $2.15M | Sell |
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|
2023
Q1 | $2.15M | Sell |
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|
2022
Q4 | $2.37M | Sell |
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|
2022
Q3 | $2.58M | Sell |
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|
2022
Q2 | $4.15M | Sell |
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|
2022
Q1 | $4.41M | Sell |
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|
2021
Q4 | $8.64M | Sell |
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|
2021
Q3 | $7.72M | Buy |
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|
2021
Q2 | $8.43M | Buy |
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|
2021
Q1 | $7.55M | Buy |
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|
2020
Q4 | $44K | Buy |
|