Morningstar Investment Services’s Constellation Brands STZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
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|
2024
Q3 | $446K | Sell |
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|
2024
Q2 | $461K | Sell |
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|
2024
Q1 | $494K | Sell |
|
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|
2023
Q4 | $827K | Buy |
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|
2023
Q3 | $441K | Buy |
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|
2023
Q2 | $425K | Buy |
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|
2023
Q1 | $346K | Buy |
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|
2022
Q4 | $353K | Buy |
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|
2022
Q3 | $362K | Buy |
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|
2022
Q2 | $361K | Buy |
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|
2022
Q1 | $318K | Buy |
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|
2021
Q4 | $258K | Sell |
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|
2021
Q3 | $3.31M | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $5.66M | Buy |
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