EWM
Evermay Wealth Management’s Constellation Brands STZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.76K | Hold |
60
| – | – | ﹤0.01% | 448 |
|
|
2025
Q1 | $11K | Hold |
60
| – | – | ﹤0.01% | 435 |
|
|
2024
Q4 | $13.3K | Sell |
60
-344
| -85% | -$76K | ﹤0.01% | 412 |
|
|
2024
Q3 | $104K | Sell |
404
-10
| -2% | -$2.58K | 0.02% | 265 |
|
|
2024
Q2 | $107K | Hold |
414
| – | – | 0.02% | 262 |
|
|
2024
Q1 | $113K | Sell |
414
-1
| -0.2% | -$272 | 0.02% | 268 |
|
|
2023
Q4 | $100K | Buy |
415
+1
| +0.2% | +$242 | 0.02% | 259 |
|
|
2023
Q3 | $104K | Buy |
414
+10
| +2% | +$2.51K | 0.02% | 234 |
|
|
2023
Q2 | $99.4K | Hold |
404
| – | – | 0.02% | 246 |
|
|
2023
Q1 | $91.3K | Hold |
404
| – | – | 0.02% | 244 |
|
|
2022
Q4 | $93.6K | Buy |
404
+344
| +573% | +$79.7K | 0.02% | 235 |
|
|
2022
Q3 | $14K | Hold |
60
| – | – | ﹤0.01% | 371 |
|
|
2022
Q2 | $14K | Hold |
60
| – | – | ﹤0.01% | 368 |
|
|
2022
Q1 | $14K | Hold |
60
| – | – | ﹤0.01% | 388 |
|
|
2021
Q4 | $15K | Hold |
60
| – | – | ﹤0.01% | 377 |
|
|
2021
Q3 | $13K | Sell |
60
-33
| -35% | -$7.15K | ﹤0.01% | 367 |
|
|
2021
Q2 | $22K | Buy |
+93
| New | +$22K | ﹤0.01% | 353 |
|