EverSource Wealth Advisors’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 | $705K | Buy |
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|
2025
Q1 | $741K | Buy |
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|
2024
Q4 | $490K | Buy |
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|
2024
Q3 | $528K | Buy |
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|
2024
Q2 | $478K | Buy |
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|
2024
Q1 | $443K | Buy |
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|
2023
Q4 | $400K | Buy |
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|
2023
Q3 | $356K | Buy |
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|
2023
Q2 | $242K | Buy |
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|
2023
Q1 | $211K | Buy |
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|
2022
Q4 | $202K | Sell |
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|
2022
Q3 | $221K | Buy |
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|
2022
Q2 | $194K | Buy |
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|
2022
Q1 | $177K | Buy |
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|
2021
Q4 | $164K | Buy |
|