Optimum 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 | $33.7K | Sell |
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|
2025
Q2 | $65.1K | Hold |
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|
2025
Q1 | $73.4K | Hold |
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|
2024
Q4 | $88.4K | Hold |
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|
2024
Q3 | $103K | Hold |
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|
2024
Q2 | $103K | Hold |
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|
2024
Q1 | $109K | Hold |
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|
2023
Q4 | $96.7K | Hold |
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|
2023
Q3 | $101K | Hold |
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|
2023
Q2 | $98.5K | Hold |
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|
2023
Q1 | $90.4K | Hold |
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|
2022
Q4 | $92.7K | Sell |
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|
2022
Q3 | $115K | Hold |
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|
2022
Q2 | $117K | Hold |
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|
2022
Q1 | $115K | Hold |
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|
2021
Q4 | $125K | Hold |
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|
2021
Q3 | $105K | Sell |
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|
2021
Q2 | $173K | Hold |
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|
2021
Q1 | $169K | Buy |
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|
2020
Q4 | $140K | Sell |
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|
2020
Q3 | $127K | Hold |
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|
2020
Q2 | $117K | Hold |
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|
2020
Q1 | $96K | Buy |
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|
2019
Q4 | $118K | Buy |
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|
2019
Q3 | $122K | Hold |
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|
2019
Q2 | $116K | Hold |
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|
2019
Q1 | $103K | Hold |
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|
2018
Q4 | $95K | Sell |
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|
2018
Q3 | $227K | Buy |
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|
2018
Q2 | $153K | Buy |
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|
2018
Q1 | $157K | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $20K | Hold |
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|
2014
Q2 | $20K | Hold |
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|
2014
Q1 | $19K | Hold |
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|
2013
Q4 | $16K | Hold |
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|
2013
Q3 | $13K | Buy |
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