EP Wealth Advisors’s Constellation Brands STZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $19.9M | Buy |
122,187
+116,275
| +1,967% | +$18.9M | 0.13% | 128 |
|
|
2025
Q1 | $1.08M | Buy |
+5,912
| New | +$1.08M | 0.01% | 482 |
|
|
2024
Q4 | – | Sell |
-805
| Closed | -$207K | – | 1316 |
|
|
2024
Q3 | $207K | Buy |
+805
| New | +$207K | ﹤0.01% | 1030 |
|
|
2022
Q3 | – | Sell |
-2,856
| Closed | -$666K | – | 610 |
|
|
2022
Q2 | $666K | Buy |
2,856
+1,989
| +229% | +$464K | 0.02% | 320 |
|
|
2022
Q1 | $200K | Buy |
+867
| New | +$200K | ﹤0.01% | 574 |
|