BSW Wealth Partners’s Constellation Brands STZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
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|
2025
Q4 | $219K | Sell |
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|
2025
Q3 | $227K | Sell |
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|
2025
Q2 | $304K | Buy |
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|
2025
Q1 | $334K | Buy |
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|
2024
Q4 | $345K | Buy |
|
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|
2024
Q3 | $387K | Sell |
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|
2024
Q2 | $397K | Buy |
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|
2024
Q1 | $378K | Sell |
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|
2023
Q4 | $379K | Sell |
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|
2023
Q3 | $427K | Buy |
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|
2023
Q2 | $392K | Buy |
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|
2023
Q1 | $357K | Buy |
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