Summit Trail 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 | $1.72M | Buy |
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|
2025
Q2 | $909K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $807K | Buy |
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|
2024
Q3 | $754K | Buy |
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|
2024
Q2 | $685K | Sell |
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|
2024
Q1 | $849K | Buy |
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|
2023
Q4 | $520K | Buy |
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|
2023
Q3 | $512K | Buy |
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|
2023
Q2 | $478K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $304K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $120K | Buy |
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|
2018
Q2 | $6K | Sell |
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|
2018
Q1 | $206K | Buy |
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|
2017
Q4 | $165K | Buy |
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