Confluence Wealth Services’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 | – | Sell |
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|
2025
Q1 | $220K | Sell |
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|
2024
Q4 | $406K | Buy |
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|
2024
Q3 | $542K | Sell |
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|
2024
Q2 | $544K | Buy |
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|
2024
Q1 | $573K | Sell |
|
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|
2023
Q4 | $531K | Buy |
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|
2023
Q3 | $537K | Hold |
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|
2023
Q2 | $526K | Buy |
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|
2023
Q1 | $471K | Hold |
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|
2022
Q4 | $483K | Buy |
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|
2022
Q3 | $478K | Sell |
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|
2022
Q2 | $517K | Buy |
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|
2022
Q1 | $404K | Sell |
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|
2021
Q4 | $442K | Buy |
|