A detailed history of Forvis Wealth Advisors, LLC transactions in Constellation Brands, Inc. stock. As of the latest transaction made, Forvis Wealth Advisors, LLC holds 10,314 shares of STZ stock, worth $2.58 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares
10,314
Previous 9,881 4.38%
Holding current value
$2.58 Million
Previous $2.39 Million 17.34%
% of portfolio
0.07%
Previous 0.07%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 19, 2024

BUY
$241.42 - $272.04 $104,534 - $117,793
433 Added 4.38%
10,314 $2.8 Million
Q4 2023

Jan 11, 2024

SELL
$228.39 - $249.36 $34,715 - $37,902
-152 Reduced 1.52%
9,881 $2.39 Million
Q3 2023

Oct 25, 2023

SELL
$247.47 - $272.8 $1.3 Million - $1.43 Million
-5,241 Reduced 34.31%
10,033 $2.52 Million
Q2 2023

Aug 08, 2023

BUY
$218.23 - $249.19 $1.34 Million - $1.53 Million
6,159 Added 67.57%
15,274 $3.76 Million
Q1 2023

Apr 26, 2023

BUY
$208.68 - $233.59 $207,219 - $231,954
993 Added 12.23%
9,115 $2.06 Million
Q4 2022

Feb 02, 2023

BUY
$221.24 - $261.02 $202,655 - $239,094
916 Added 12.71%
8,122 $1.88 Million
Q3 2022

Oct 13, 2022

BUY
$229.68 - $308.0 $159,627 - $214,060
695 Added 10.67%
7,206 $1.66 Million
Q2 2022

Jul 22, 2022

BUY
$225.77 - $258.78 $60,732 - $69,611
269 Added 4.31%
6,511 $1.52 Million
Q1 2022

May 10, 2022

BUY
$212.39 - $254.6 $163,752 - $196,296
771 Added 14.09%
6,242 $1.44 Million
Q4 2021

Jan 14, 2022

BUY
$211.62 - $250.97 $88,033 - $104,403
416 Added 8.23%
5,471 $1.37 Million
Q3 2021

Oct 14, 2021

BUY
$209.08 - $232.03 $62,305 - $69,144
298 Added 6.26%
5,055 $1.07 Million
Q2 2021

Jul 14, 2021

BUY
$221.25 - $243.02 $24,780 - $27,218
112 Added 2.41%
4,757 $1.11 Million
Q1 2021

Apr 23, 2021

SELL
$210.93 - $241.27 $48,513 - $55,492
-230 Reduced 4.72%
4,645 $1.06 Million
Q4 2020

Jan 22, 2021

BUY
$165.01 - $219.05 $80,359 - $106,677
487 Added 11.1%
4,875 $1.07 Million
Q3 2020

Nov 05, 2020

BUY
$171.09 - $196.59 $128,317 - $147,442
750 Added 20.62%
4,388 $832,000
Q2 2020

Jul 15, 2020

BUY
$131.22 - $185.93 $247,349 - $350,478
1,885 Added 107.53%
3,638 $637,000
Q1 2020

Apr 10, 2020

BUY
$105.64 - $208.34 $63,912 - $126,045
605 Added 52.7%
1,753 $251,000
Q4 2019

Jan 13, 2020

BUY
$174.89 - $209.41 $200,773 - $240,402
1,148 New
1,148 $218,000
Q2 2019

Jul 10, 2019

SELL
$176.45 - $212.54 $494,236 - $595,324
-2,801 Closed
0 $0
Q1 2019

Apr 10, 2019

BUY
$150.94 - $175.33 $422,782 - $491,099
2,801 New
2,801 $491,000

Others Institutions Holding STZ

About CONSTELLATION BRANDS, INC.


  • Ticker STZ
  • Exchange NYSE
  • Sector Consumer Defensive
  • Industry Beverages—Wineries & Distilleries
  • Shares Outstandng 161,224,000
  • Market Cap $40.4B
  • Description
  • Constellation Brands, Inc., together with its subsidiaries, produces, imports, markets, and sells beer, wine, and spirits in the United States, Canada, Mexico, New Zealand, and Italy. It provides beer primarily under the Corona Extra, Corona Premier, Corona Familiar, Corona Light, Corona Refresca, Corona Hard Seltzer, Modelo Especial, Modelo Neg...
More about STZ
Track This Portfolio

Track Forvis Wealth Advisors, LLC Portfolio

Follow Forvis Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Forvis Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Forvis Wealth Advisors, LLC with notifications on news.