U.S. Global Investors (USGI)’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 | $242K | Hold |
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|
2025
Q2 | $293K | Hold |
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|
2025
Q1 | $330K | Sell |
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|
2024
Q4 | $1.39M | Buy |
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|
2024
Q3 | $1.02M | Sell |
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|
2024
Q2 | $1.79M | Hold |
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|
2024
Q1 | $1.89M | Sell |
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|
2023
Q4 | $1.78M | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $1.33M | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $737K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $987K | Sell |
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|
2020
Q4 | $1.49M | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $432K | Sell |
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|
2019
Q1 | $411K | Sell |
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|
2018
Q4 | $433K | Buy |
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|
2018
Q3 | $394K | Sell |
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|
2018
Q2 | $482K | Buy |
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|
2018
Q1 | $479K | Sell |
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|
2017
Q4 | $549K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $250K | Buy |
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|
2013
Q4 | – | Sell |
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|
2013
Q3 | $247K | Hold |
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|
2013
Q2 | $224K | Buy |
|