Geneos 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
Q3 | $78.5K | Sell |
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|
2025
Q2 | $161K | Sell |
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|
2025
Q1 | $361K | Buy |
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|
2024
Q4 | $164K | Sell |
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|
2024
Q3 | $202K | Buy |
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|
2024
Q2 | $90.6K | Buy |
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|
2024
Q1 | $80.2K | Buy |
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|
2023
Q4 | $69.9K | Sell |
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|
2023
Q3 | $80.9K | Buy |
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|
2023
Q2 | $58.8K | Buy |
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|
2023
Q1 | $31.4K | Sell |
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|
2022
Q4 | $55.4K | Sell |
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|
2022
Q3 | $70K | Sell |
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|
2022
Q2 | $3.85M | Buy |
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|
2022
Q1 | $3.41M | Sell |
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|
2021
Q4 | $4.1M | Sell |
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|
2021
Q3 | $4.67M | Buy |
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|
2021
Q2 | $4.95M | Sell |
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|
2021
Q1 | $5.28M | Buy |
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|
2020
Q4 | $5.1M | Sell |
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|
2020
Q3 | $4.48M | Sell |
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|
2020
Q2 | $5.29M | Buy |
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|
2020
Q1 | $4.5M | Buy |
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|
2019
Q4 | $85K | Buy |
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|
2019
Q3 | $85K | Sell |
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|
2019
Q2 | $91K | Buy |
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|
2019
Q1 | $77K | Buy |
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|
2018
Q4 | $40K | Hold |
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|
2018
Q3 | $53K | Buy |
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|
2018
Q2 | $51K | Buy |
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|
2018
Q1 | $53K | Hold |
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|
2017
Q4 | $54K | Buy |
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|
2017
Q3 | $47K | Hold |
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|
2017
Q2 | $45K | Hold |
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|
2017
Q1 | $38K | Buy |
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|
2016
Q4 | $32K | Buy |
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|
2016
Q3 | $18K | Sell |
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|
2016
Q2 | $67K | Buy |
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|
2016
Q1 | $32K | Buy |
|