Evermay 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 | $9.76K | Hold |
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|
2025
Q1 | $11K | Hold |
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|
2024
Q4 | $13.3K | Sell |
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|
2024
Q3 | $104K | Sell |
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|
2024
Q2 | $107K | Hold |
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|
2024
Q1 | $113K | Sell |
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|
2023
Q4 | $100K | Buy |
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|
2023
Q3 | $104K | Buy |
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|
2023
Q2 | $99.4K | Hold |
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|
2023
Q1 | $91.3K | Hold |
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|
2022
Q4 | $93.6K | Buy |
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|
2022
Q3 | $14K | Hold |
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|
2022
Q2 | $14K | Hold |
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|
2022
Q1 | $14K | Hold |
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|
2021
Q4 | $15K | Hold |
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|
2021
Q3 | $13K | Sell |
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|
2021
Q2 | $22K | Buy |
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