Essex Investment Management’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
$24K Sell
2025
Q2
$254K Hold
2025
Q1
$287K Sell
2024
Q4
$451K Hold
2024
Q3
$526K Sell
2024
Q2
$570K Sell
2024
Q1
$973K Sell
2023
Q4
$1.45M Sell
2023
Q3
$1.79M Sell
2023
Q2
$1.76M Sell
2023
Q1
$1.83M Sell
2022
Q4
$2.18M Sell
2022
Q3
$2.2M Hold
2022
Q2
$2.23M Sell
2022
Q1
$2.26M Buy
2021
Q4
$2.46M Sell
2021
Q3
$3.66M Sell
2021
Q2
$4.08M Buy
2021
Q1
$3.71M Sell
2020
Q4
$3.79M Buy
2020
Q3
$2.2M Sell
2020
Q2
$2.06M Buy
2020
Q1
$1.39M Buy