Plante Moran Financial 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 | $548 | Hold |
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|
2025
Q2 | $658 | Hold |
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|
2025
Q1 | $738 | Hold |
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|
2024
Q4 | $884 | Hold |
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|
2024
Q3 | $1.03K | Hold |
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|
2024
Q2 | $1.03K | Hold |
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|
2024
Q1 | $1.09K | Hold |
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|
2023
Q4 | $967 | Hold |
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|
2023
Q3 | $1K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $6.03K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $10K | Buy |
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|
2021
Q3 | $1K | Hold |
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|
2021
Q2 | $1K | Sell |
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|
2021
Q1 | $82K | Buy |
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|
2020
Q4 | $23K | Sell |
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|
2020
Q3 | $50K | Buy |
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|
2020
Q2 | $17K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $49K | Hold |
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|
2019
Q2 | $46K | Sell |
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|
2019
Q1 | $93K | Buy |
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|
2018
Q4 | $38K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $3K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $7K | Hold |
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|
2015
Q3 | $6K | Buy |
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