Schwarz Dygos Wheeler 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 | $288K | Hold |
|
|||||
|
2025
Q2 | $348K | Sell |
|
|||||
|
2025
Q1 | $410K | Sell |
|
|||||
|
2024
Q4 | $499K | Hold |
|
|||||
|
2024
Q3 | $582K | Hold |
|
|||||
|
2024
Q2 | $581K | Hold |
|
|||||
|
2024
Q1 | $614K | Buy |
|
|||||
|
2023
Q4 | $543K | Sell |
|
|||||
|
2023
Q3 | $570K | Buy |
|
|||||
|
2023
Q2 | $557K | Buy |
|
|||||
|
2023
Q1 | $482K | Hold |
|
|||||
|
2022
Q4 | $494K | Hold |
|
|||||
|
2022
Q3 | $490K | Buy |
|
|||||
|
2022
Q2 | $480K | Hold |
|
|||||
|
2022
Q1 | $474K | Sell |
|
|||||
|
2021
Q4 | $522K | Hold |
|
|||||
|
2021
Q3 | $438K | Sell |
|
|||||
|
2021
Q2 | $497K | Buy |
|
|||||
|
2021
Q1 | $425K | Buy |
|
|||||
|
2020
Q4 | $404K | Hold |
|
|||||
|
2020
Q3 | $349K | Buy |
|
|||||
|
2020
Q2 | $259K | Buy |
|
|||||
|
2020
Q1 | $204K | Buy |
|
|||||
|
2019
Q4 | $251K | Buy |
|
|||||
|
2019
Q3 | $232K | Buy |
|