Evercore Wealth 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
Q2 | $1.44M | Sell |
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|
2025
Q1 | $44.4M | Sell |
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|
2024
Q4 | $78.6M | Sell |
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|
2024
Q3 | $92.6M | Buy |
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|
2024
Q2 | $88.7M | Sell |
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|
2024
Q1 | $93.8M | Buy |
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|
2023
Q4 | $81.9M | Buy |
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|
2023
Q3 | $84.3M | Buy |
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|
2023
Q2 | $82.1M | Buy |
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|
2023
Q1 | $75.1M | Buy |
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|
2022
Q4 | $76.8M | Buy |
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|
2022
Q3 | $75.6M | Buy |
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|
2022
Q2 | $76.3M | Sell |
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|
2022
Q1 | $76M | Buy |
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|
2021
Q4 | $82.7M | Buy |
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|
2021
Q3 | $67.7M | Buy |
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|
2021
Q2 | $74.2M | Buy |
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|
2021
Q1 | $70.4M | Buy |
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|
2020
Q4 | $64.8M | Buy |
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|
2020
Q3 | $53.3M | Buy |
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|
2020
Q2 | $44.1M | Buy |
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|
2020
Q1 | $373K | Buy |
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|
2019
Q4 | $479K | Buy |
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|
2019
Q3 | $295K | Hold |
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|
2019
Q2 | $281K | Buy |
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|
2019
Q1 | $206K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $221K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $46K | Hold |
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|
2017
Q3 | $40K | Hold |
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|
2017
Q2 | $39K | Hold |
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|
2017
Q1 | $33K | Sell |
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|
2016
Q4 | $32K | Sell |
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|
2016
Q3 | $40K | Hold |
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|
2016
Q2 | $39K | Hold |
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|
2016
Q1 | $36K | Buy |
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|
2015
Q4 | $29K | Buy |
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|
2015
Q3 | $21K | Hold |
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|
2015
Q2 | $19K | Hold |
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|
2015
Q1 | $19K | Hold |
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|
2014
Q4 | $16K | Hold |
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|
2014
Q3 | $14K | Hold |
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|
2014
Q2 | $15K | Hold |
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|
2014
Q1 | $14K | Hold |
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|
2013
Q4 | $12K | Hold |
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|
2013
Q3 | $9K | Hold |
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|
2013
Q2 | $9K | Buy |
|