EP Wealth Advisors’s Constellation Brands STZ Stock Holding History

EP Wealth Advisors’s Portfolio STZ Stock Details STZ Fund Activity

Upgrade to unlock

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$19.9M	Buy
2025 Q1	$1.08M	Buy
2024 Q4	–	Sell
2024 Q3	$207K	Buy
2022 Q3	–	Sell
2022 Q2	$666K	Buy
2022 Q1	$200K	Buy