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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
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|
2025
Q4 | $218K | Sell |
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|
2025
Q3 | $452K | Sell |
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|
2025
Q2 | $606K | Sell |
|
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|
2025
Q1 | $719K | Sell |
|
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|
2024
Q4 | $903K | Sell |
|
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|
2024
Q3 | $1.07M | Sell |
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|
2024
Q2 | $2.52M | Sell |
|
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|
2024
Q1 | $2.67M | Sell |
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|
2023
Q4 | $2.48M | Sell |
|
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|
2023
Q3 | $2.63M | Buy |
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|
2023
Q2 | $2.56M | Buy |
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|
2023
Q1 | $2.31M | Buy |
|