A detailed history of Schwarz Dygos Wheeler Investment Advisors LLC transactions in Constellation Brands, Inc. stock. As of the latest transaction made, Schwarz Dygos Wheeler Investment Advisors LLC holds 2,258 shares of STZ stock, worth $573,170. This represents 0.17% of its overall portfolio holdings.

Number of Shares
2,258
Previous 2,248 0.44%
Holding current value
$573,170
Previous $543,000 12.89%
% of portfolio
0.17%
Previous 0.17%

Shares

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

May 03, 2024

BUY
$241.42 - $272.04 $2,414 - $2,720
10 Added 0.44%
2,258 $613,000
Q4 2023

Feb 02, 2024

SELL
$228.39 - $249.36 $4,567 - $4,987
-20 Reduced 0.88%
2,248 $543,000
Q3 2023

Nov 03, 2023

BUY
$247.47 - $272.8 $1,237 - $1,364
5 Added 0.22%
2,268 $570,000
Q2 2023

Aug 11, 2023

BUY
$218.23 - $249.19 $28,369 - $32,394
130 Added 6.09%
2,263 $556,000
Q3 2022

Nov 04, 2022

BUY
$229.68 - $308.0 $17,226 - $23,100
75 Added 3.64%
2,133 $490,000
Q1 2022

May 11, 2022

SELL
$212.39 - $254.6 $4,247 - $5,092
-20 Reduced 0.96%
2,058 $474,000
Q3 2021

Oct 21, 2021

SELL
$209.08 - $232.03 $9,408 - $10,441
-45 Reduced 2.12%
2,078 $438,000
Q2 2021

Jul 28, 2021

BUY
$221.25 - $243.02 $57,525 - $63,185
260 Added 13.96%
2,123 $497,000
Q1 2021

May 07, 2021

BUY
$210.93 - $241.27 $4,218 - $4,825
20 Added 1.09%
1,863 $425,000
Q3 2020

Nov 03, 2020

BUY
$171.09 - $196.59 $68,436 - $78,636
400 Added 27.72%
1,843 $349,000
Q2 2020

Jul 15, 2020

BUY
$131.22 - $185.93 $2,886 - $4,090
22 Added 1.55%
1,443 $259,000
Q1 2020

Apr 14, 2020

BUY
$105.64 - $208.34 $10,564 - $20,834
100 Added 7.57%
1,421 $204,000
Q4 2019

Jan 09, 2020

BUY
$174.89 - $209.41 $34,978 - $41,882
200 Added 17.84%
1,321 $251,000
Q3 2019

Nov 15, 2019

BUY
$186.69 - $210.18 $209,279 - $235,611
1,121 New
1,121 $232,000

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 $40.9B
  • 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 Schwarz Dygos Wheeler Investment Advisors LLC Portfolio

Follow Schwarz Dygos Wheeler Investment 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 Schwarz Dygos Wheeler Investment Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Schwarz Dygos Wheeler Investment Advisors LLC with notifications on news.