Carson Wealth (CWM LLC)’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 | $558K | Sell |
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|
2025
Q2 | $766K | Sell |
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|
2025
Q1 | $1.16M | Sell |
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|
2024
Q4 | $1.65M | Buy |
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|
2024
Q3 | $1.3M | Sell |
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|
2024
Q2 | $1.32M | Buy |
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|
2024
Q1 | $1.38M | Sell |
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|
2023
Q4 | $1.27M | Buy |
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|
2023
Q3 | $1.12M | Buy |
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|
2023
Q2 | $1.02M | Buy |
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|
2023
Q1 | $861K | Buy |
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|
2022
Q4 | $798K | Buy |
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|
2022
Q3 | $685K | Buy |
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|
2022
Q2 | $644K | Buy |
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|
2022
Q1 | $542K | Sell |
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|
2021
Q4 | $934K | Buy |
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|
2021
Q2 | $390K | Hold |
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|
2021
Q1 | $390K | Hold |
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|
2020
Q4 | $390K | Hold |
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|
2020
Q3 | $390K | Hold |
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|
2020
Q2 | $390K | Hold |
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|
2020
Q1 | $390K | Hold |
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|
2019
Q4 | $390K | Hold |
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|
2019
Q3 | $390K | Hold |
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|
2019
Q2 | $390K | Hold |
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|
2019
Q1 | $390K | Sell |
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|
2018
Q4 | $271K | Sell |
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|
2018
Q3 | $369K | Buy |
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|
2018
Q2 | $346K | Buy |
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|
2018
Q1 | $347K | Buy |
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|
2017
Q4 | $347K | Hold |
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|
2017
Q3 | $303K | Buy |
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|
2017
Q2 | $280K | Buy |
|
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|
2017
Q1 | $228K | Buy |
|
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|
2016
Q4 | $215K | Sell |
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|
2016
Q3 | $245K | Buy |
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|
2016
Q2 | $220K | Hold |
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|
2016
Q1 | $201K | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $7K | Sell |
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|
2013
Q3 | $6K | Buy |
|