Bartlett & Co 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 | $469K | Sell |
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|
2025
Q2 | $762K | Sell |
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|
2025
Q1 | $903K | Sell |
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|
2024
Q4 | $3.82M | Sell |
|
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|
2024
Q3 | $4.81M | Sell |
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|
2024
Q2 | $4.84M | Sell |
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|
2024
Q1 | $5.31M | Sell |
|
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|
2023
Q4 | $4.79M | Sell |
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|
2023
Q3 | $5.54M | Buy |
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|
2023
Q2 | $5.43M | Sell |
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|
2023
Q1 | $5.44M | Sell |
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|
2022
Q4 | $5.88M | Sell |
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|
2022
Q3 | $5.91M | Sell |
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|
2022
Q2 | $6.04M | Sell |
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|
2022
Q1 | $6.07M | Sell |
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|
2021
Q4 | $7.17M | Sell |
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|
2021
Q3 | $6.13M | Sell |
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|
2021
Q2 | $7.18M | Sell |
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|
2021
Q1 | $7.33M | Sell |
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|
2020
Q4 | $7.43M | Sell |
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|
2020
Q3 | $6.58M | Sell |
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|
2020
Q2 | $7.37M | Sell |
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|
2020
Q1 | $6.93M | Sell |
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|
2019
Q4 | $15.9M | Sell |
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|
2019
Q3 | $18M | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $526 | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $5.47K | Buy |
|