Baker Tilly Wealth Management’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 | $312K | Buy |
|
|||||
|
2024
Q3 | – | Sell |
|
|||||
|
2024
Q2 | $272K | Sell |
|
|||||
|
2024
Q1 | $773K | Sell |
|
|||||
|
2023
Q4 | $711K | Buy |
|
|||||
|
2023
Q3 | $737K | Sell |
|
|||||
|
2023
Q2 | $943K | Sell |
|
|||||
|
2023
Q1 | $990K | Sell |
|
|||||
|
2022
Q4 | $1.06M | Buy |
|
|||||
|
2022
Q3 | $1.02M | Sell |
|
|||||
|
2022
Q2 | $1.06M | Buy |
|
|||||
|
2022
Q1 | $875K | Buy |
|
|||||
|
2021
Q4 | $937K | Buy |
|
|||||
|
2021
Q3 | $507K | Buy |
|
|||||
|
2021
Q2 | $210K | Buy |
|