Cerity 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $5.04M | Sell |
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|
2025
Q2 | $11.1M | Sell |
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|
2025
Q1 | $19.3M | Sell |
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|
2024
Q4 | $28.8M | Buy |
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|
2024
Q3 | $31.3M | Buy |
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|
2024
Q2 | $28.2M | Sell |
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|
2024
Q1 | $30.1M | Buy |
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|
2023
Q4 | $20.7M | Buy |
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|
2023
Q3 | $18.9M | Buy |
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|
2023
Q2 | $17.8M | Sell |
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|
2023
Q1 | $16.4M | Sell |
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|
2022
Q4 | $18.3M | Buy |
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|
2022
Q3 | $3.67M | Buy |
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|
2022
Q2 | $3.72M | Sell |
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|
2022
Q1 | $7.3M | Buy |
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|
2021
Q4 | $7.9M | Buy |
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|
2021
Q3 | $5.88M | Buy |
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|
2021
Q2 | $6M | Sell |
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|
2021
Q1 | $5.97M | Buy |
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|
2020
Q4 | $404K | Sell |
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|
2020
Q3 | $497K | Buy |
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|
2020
Q2 | $451K | Sell |
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|
2020
Q1 | $1.81M | Sell |
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|
2019
Q4 | $2.5M | Sell |
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|
2019
Q3 | $3.58M | Sell |
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|
2019
Q2 | $4.57M | Buy |
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|
2019
Q1 | $2.35M | Buy |
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|
2018
Q4 | $302K | Sell |
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|
2018
Q3 | $532K | Buy |
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|
2018
Q2 | $374K | Buy |
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|
2018
Q1 | $312K | Sell |
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|
2017
Q4 | $333K | Buy |
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|
2017
Q3 | $289K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $225K | Buy |
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