GeoWealth 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
$43.1K Sell
2025
Q1
$60K Sell
2024
Q4
$181K Sell
2024
Q3
$222K Sell
2024
Q2
$257K Buy
2024
Q1
$211K Buy