Concord 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $66.7K | Buy |
|
|||||
|
2025
Q1 | $36.7K | Hold |
|
|||||
|
2024
Q4 | $44.2K | Hold |
|
|||||
|
2024
Q3 | $51.5K | Hold |
|
|||||
|
2024
Q2 | $51.5K | Hold |
|
|||||
|
2024
Q1 | $54.4K | Sell |
|
|||||
|
2023
Q4 | $56.1K | Sell |
|
|||||
|
2023
Q3 | $64.6K | Hold |
|
|||||
|
2023
Q2 | $63.3K | Hold |
|
|||||
|
2023
Q1 | $58.1K | Sell |
|
|||||
|
2022
Q4 | $64.2K | Buy |
|
|||||
|
2022
Q3 | – | Sell |
|
|||||
|
2022
Q2 | $75K | Hold |
|
|||||
|
2022
Q1 | $74K | Buy |
|
|||||
|
2021
Q4 | $78K | Buy |
|
|||||
|
2021
Q3 | $51K | Sell |
|
|||||
|
2021
Q2 | $74K | Buy |
|
|||||
|
2021
Q1 | $60K | Buy |
|
|||||
|
2020
Q4 | $44K | Buy |
|