Badgley Phelps 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
Q2 | $950K | Buy |
|
|||||
|
2025
Q1 | $1.06M | Sell |
|
|||||
|
2024
Q4 | $1.33M | Hold |
|
|||||
|
2024
Q3 | $1.55M | Sell |
|
|||||
|
2024
Q2 | $1.55M | Sell |
|
|||||
|
2024
Q1 | $1.64M | Buy |
|
|||||
|
2023
Q4 | $1.46M | Buy |
|
|||||
|
2023
Q3 | $753K | Buy |
|
|||||
|
2023
Q2 | $633K | Buy |
|
|||||
|
2023
Q1 | $576K | Hold |
|
|||||
|
2022
Q4 | $590K | Sell |
|
|||||
|
2022
Q3 | $586K | Buy |
|
|||||
|
2022
Q2 | $429K | Sell |
|
|||||
|
2022
Q1 | $551K | Buy |
|
|||||
|
2021
Q4 | $525K | Sell |
|
|||||
|
2021
Q3 | $1.11M | Buy |
|