SFMG Wealth 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
Q2 | $456K | Buy |
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|
2025
Q1 | $505K | Sell |
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|
2024
Q4 | $740K | Buy |
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|
2024
Q3 | $862K | Buy |
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|
2024
Q2 | $860K | Sell |
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|
2024
Q1 | $909K | Sell |
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|
2023
Q4 | $864K | Sell |
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|
2023
Q3 | $903K | Sell |
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|
2023
Q2 | $892K | Sell |
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|
2023
Q1 | $826K | Buy |
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|
2022
Q4 | $828K | Buy |
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|
2022
Q3 | $797K | Buy |
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|
2022
Q2 | $831K | Buy |
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|
2022
Q1 | $821K | Sell |
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|
2021
Q4 | $896K | Sell |
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|
2021
Q3 | $817K | Sell |
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|
2021
Q2 | $2.5M | Buy |
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|
2021
Q1 | $2.44M | Buy |
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|
2020
Q4 | $1.75M | Buy |
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|
2020
Q3 | $1.19M | Buy |
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|
2020
Q2 | $1.08M | Buy |
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|
2020
Q1 | $576K | Buy |
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|
2019
Q4 | $672K | Sell |
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|
2019
Q3 | $757K | Buy |
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|
2019
Q2 | $745K | Sell |
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|
2019
Q1 | $652K | Buy |
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