Exencial 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
Q3 | $480K | Buy |
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|
2025
Q2 | $276K | Sell |
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|
2025
Q1 | $333K | Sell |
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|
2024
Q4 | $603K | Sell |
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|
2024
Q3 | $8.89M | Sell |
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|
2024
Q2 | $17.6M | Sell |
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|
2024
Q1 | $19.3M | Buy |
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|
2023
Q4 | $16.7M | Buy |
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|
2023
Q3 | $16.9M | Buy |
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|
2023
Q2 | $16.4M | Buy |
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|
2023
Q1 | $14.8M | Buy |
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|
2022
Q4 | $15.1M | Buy |
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|
2022
Q3 | $10.6M | Buy |
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|
2022
Q2 | $10.3M | Buy |
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|
2022
Q1 | $9.21M | Buy |
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|
2021
Q4 | $9.76M | Buy |
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|
2021
Q3 | $7.74M | Buy |
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|
2021
Q2 | $8.21M | Buy |
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|
2021
Q1 | $7.68M | Buy |
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|
2020
Q4 | $7.13M | Sell |
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|
2020
Q3 | $12.2M | Buy |
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|
2020
Q2 | $5.32M | Buy |
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