OneDigital 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 | $280K | Sell |
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|
2025
Q2 | $358K | Sell |
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|
2025
Q1 | $405K | Buy |
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|
2024
Q4 | $458K | Sell |
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|
2024
Q3 | $616K | Sell |
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|
2024
Q2 | $661K | Sell |
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|
2024
Q1 | $1.08M | Sell |
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|
2023
Q4 | $1.7M | Buy |
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|
2023
Q3 | $1.26M | Buy |
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|
2023
Q2 | $525K | Buy |
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|
2023
Q1 | $463K | Sell |
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|
2022
Q4 | $499K | Sell |
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|
2022
Q3 | $526K | Sell |
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|
2022
Q2 | $543K | Buy |
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|
2022
Q1 | $527K | Sell |
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|
2021
Q4 | $705K | Buy |
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|
2021
Q3 | $588K | Sell |
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|
2021
Q2 | $657K | Buy |
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|
2021
Q1 | $613K | Buy |
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|
2020
Q4 | $583K | Sell |
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|
2020
Q3 | $572K | Buy |
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|
2020
Q2 | $518K | Buy |
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|
2020
Q1 | $313K | Buy |
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|
2019
Q4 | $366K | Buy |
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|
2019
Q3 | $398K | Sell |
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|
2019
Q2 | $653K | Buy |
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|
2019
Q1 | $183K | Buy |
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|
2018
Q4 | $167K | Buy |
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|
2018
Q3 | $224K | Buy |
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|
2018
Q2 | $226K | Buy |
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|
2018
Q1 | $235K | Buy |
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|
2017
Q4 | $235K | Buy |
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|
2017
Q3 | $205K | Buy |
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|
2017
Q2 | $198K | Buy |
|