A detailed history of Optimum Investment Advisors transactions in Constellation Brands, Inc. stock. As of the latest transaction made, Optimum Investment Advisors holds 400 shares of STZ stock, worth $93,752. This represents 0.05% of its overall portfolio holdings.

Number of Shares
400
Previous 400 -0.0%
Holding current value
$93,752
Previous $102,000 0.98%
% of portfolio
0.05%
Previous 0.05%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2022

Jan 05, 2023

SELL
$221.24 - $261.02 $22,124 - $26,102
-100 Reduced 20.0%
400 $0
Q3 2021

Oct 22, 2021

SELL
$209.08 - $232.03 $50,179 - $55,687
-240 Reduced 32.43%
500 $105,000
Q1 2021

Apr 15, 2021

BUY
$210.93 - $241.27 $21,093 - $24,127
100 Added 15.63%
740 $169,000
Q4 2020

Jan 21, 2021

SELL
$165.01 - $219.05 $4,950 - $6,571
-30 Reduced 4.48%
640 $140,000
Q1 2020

Apr 21, 2020

BUY
$105.64 - $208.34 $5,282 - $10,417
50 Added 8.06%
670 $96,000
Q4 2019

Jan 22, 2020

BUY
$174.89 - $209.41 $5,246 - $6,282
30 Added 5.08%
620 $118,000
Q4 2018

Feb 04, 2019

SELL
$156.95 - $228.67 $72,353 - $105,416
-461 Reduced 43.86%
590 $95,000
Q3 2018

Oct 05, 2018

BUY
$200.49 - $221.81 $70,171 - $77,633
350 Added 49.93%
1,051 $227,000
Q2 2018

Oct 05, 2018

BUY
$215.92 - $234.22 $2,375 - $2,576
11 Added 1.59%
701 $153,000
Q1 2018

May 09, 2018

BUY
$208.73 - $230.34 $144,023 - $158,934
690 New
690 $157,000

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 $37.8B
  • 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 Optimum Investment Advisors Portfolio

Follow Optimum Investment Advisors 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 Optimum Investment Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Optimum Investment Advisors with notifications on news.