Cary Street Partners Investment Advisory’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 | $111K | Buy |
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|
2025
Q2 | $133K | Sell |
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|
2025
Q1 | $179K | Sell |
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|
2024
Q4 | $359K | Sell |
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|
2024
Q3 | $921K | Sell |
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|
2024
Q2 | $1.08M | Buy |
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|
2024
Q1 | $609K | Buy |
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|
2023
Q4 | $409K | Buy |
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|
2023
Q3 | $178K | Sell |
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|
2023
Q2 | $190K | Hold |
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|
2023
Q1 | $175K | Buy |
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|
2022
Q4 | $177K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $172K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $21K | Buy |
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