Trivant Custom Portfolio 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
$606K Sell
2025
Q1
$719K Sell
2024
Q4
$903K Sell
2024
Q3
$1.07M Sell
2024
Q2
$2.52M Sell
2024
Q1
$2.67M Sell
2023
Q4
$2.48M Sell
2023
Q3
$2.63M Buy
2023
Q2
$2.56M Buy
2023
Q1
$2.31M Buy