Valley Wealth Managers’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 | $13.5K | Hold |
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2025
Q2 | $16.3K | Hold |
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2025
Q1 | $18.4K | Hold |
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|
2024
Q4 | $22.1K | Hold |
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|
2024
Q3 | $25.8K | Hold |
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|
2024
Q2 | $25.7K | Hold |
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|
2024
Q1 | $27.2K | Hold |
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|
2023
Q4 | $24.2K | Hold |
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|
2023
Q3 | $25.1K | Hold |
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|
2023
Q2 | $24.6K | Sell |
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|
2023
Q1 | $25.5K | Sell |
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|
2022
Q4 | $35.2K | Buy |
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|
2022
Q3 | $26K | Hold |
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|
2022
Q2 | $26K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $394K | Buy |
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|
2019
Q3 | $426K | Sell |
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|
2019
Q2 | $597K | Sell |
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|
2019
Q1 | $633K | Buy |
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