Patten Group’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 | – | Sell |
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|
2025
Q1 | $223K | Sell |
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|
2024
Q4 | $504K | Sell |
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|
2024
Q3 | $757K | Buy |
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|
2024
Q2 | $700K | Buy |
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|
2024
Q1 | $724K | Buy |
|
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|
2023
Q4 | $586K | Sell |
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|
2023
Q3 | $624K | Buy |
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|
2023
Q2 | $562K | Sell |
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|
2023
Q1 | $523K | Sell |
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|
2022
Q4 | $541K | Buy |
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|
2022
Q3 | $464K | Buy |
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|
2022
Q2 | $482K | Buy |
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|
2022
Q1 | $437K | Buy |
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|
2021
Q4 | $405K | Buy |
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|
2021
Q3 | $311K | Sell |
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|
2021
Q2 | $387K | Buy |
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|
2021
Q1 | $352K | Buy |
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|
2020
Q4 | $210K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $8K | Hold |
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|
2017
Q4 | $8K | Hold |
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|
2017
Q3 | $7K | Hold |
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|
2017
Q2 | $7K | Sell |
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|
2017
Q1 | $9K | Hold |
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|
2016
Q4 | $7K | Sell |
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|
2016
Q3 | $12.7K | Hold |
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|
2016
Q2 | $12.4K | Hold |
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|
2016
Q1 | $11.3K | Hold |
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|
2015
Q4 | $10.7K | Hold |
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|
2015
Q3 | $9.39K | Hold |
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|
2015
Q2 | $8.7K | Buy |
|