HCR 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 | $1.12M | Buy |
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|
2025
Q2 | $1.03M | Sell |
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|
2025
Q1 | $1.22M | Sell |
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|
2024
Q4 | $1.78M | Sell |
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|
2024
Q3 | $2.26M | Buy |
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|
2024
Q2 | $2.22M | Sell |
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|
2024
Q1 | $2.35M | Sell |
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|
2023
Q4 | $2.13M | Buy |
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|
2023
Q3 | $1.54M | Sell |
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|
2023
Q2 | $2.09M | Buy |
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|
2023
Q1 | $1.87M | Buy |
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|
2022
Q4 | $1.92M | Sell |
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|
2022
Q3 | $1.99M | Sell |
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|
2022
Q2 | $2.07M | Sell |
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|
2022
Q1 | $2.1M | Sell |
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|
2021
Q4 | $2.31M | Sell |
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|
2021
Q3 | $1.94M | Buy |
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|
2021
Q2 | $2M | Buy |
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|
2021
Q1 | $1.82M | Sell |
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|
2020
Q4 | $1.79M | Buy |
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|
2020
Q3 | $1.45M | Buy |
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|
2020
Q2 | $1.27M | Sell |
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|
2020
Q1 | $1.05M | Buy |
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|
2019
Q4 | $1.35M | Buy |
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|
2019
Q3 | $1.45M | Buy |
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|
2019
Q2 | $1.13M | Sell |
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|
2019
Q1 | $993K | Buy |
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|
2018
Q4 | $987K | Buy |
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|
2018
Q3 | $1.29M | Buy |
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|
2018
Q2 | $1.11M | Buy |
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|
2018
Q1 | $1.14M | Buy |
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|
2017
Q4 | $829K | Buy |
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|
2017
Q3 | $672K | Buy |
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|
2017
Q2 | $477K | Buy |
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|
2017
Q1 | $384K | Sell |
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|
2016
Q4 | $450K | Buy |
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