EverSource Wealth Advisors’s Constellation Brands STZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $705K | Buy |
4,332
+292
| +7% | +$47.5K | 0.03% | 359 |
|
|
2025
Q1 | $741K | Buy |
4,040
+1,824
| +82% | +$335K | 0.04% | 302 |
|
|
2024
Q4 | $490K | Buy |
2,216
+169
| +8% | +$37.4K | 0.03% | 375 |
|
|
2024
Q3 | $528K | Buy |
2,047
+97
| +5% | +$25K | 0.03% | 317 |
|
|
2024
Q2 | $478K | Buy |
1,950
+200
| +11% | +$49K | 0.03% | 327 |
|
|
2024
Q1 | $443K | Buy |
1,750
+96
| +6% | +$24.3K | 0.03% | 290 |
|
|
2023
Q4 | $400K | Buy |
1,654
+238
| +17% | +$57.5K | 0.04% | 283 |
|
|
2023
Q3 | $356K | Buy |
1,416
+431
| +44% | +$108K | 0.04% | 273 |
|
|
2023
Q2 | $242K | Buy |
985
+50
| +5% | +$12.3K | 0.03% | 355 |
|
|
2023
Q1 | $211K | Buy |
935
+62
| +7% | +$14K | 0.03% | 361 |
|
|
2022
Q4 | $202K | Sell |
873
-88
| -9% | -$20.4K | 0.03% | 351 |
|
|
2022
Q3 | $221K | Buy |
961
+129
| +16% | +$29.7K | 0.05% | 285 |
|
|
2022
Q2 | $194K | Buy |
832
+63
| +8% | +$14.7K | 0.05% | 262 |
|
|
2022
Q1 | $177K | Buy |
769
+116
| +18% | +$26.7K | 0.04% | 263 |
|
|
2021
Q4 | $164K | Buy |
+653
| New | +$164K | 0.05% | 253 |
|