Independent Solutions 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 | $375K | Sell |
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|
2025
Q2 | $480K | Sell |
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|
2025
Q1 | $550K | Sell |
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|
2024
Q4 | $853K | Sell |
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|
2024
Q3 | $996K | Sell |
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|
2024
Q2 | $1.04M | Sell |
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|
2024
Q1 | $1.14M | Sell |
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|
2023
Q4 | $1.02M | Sell |
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|
2023
Q3 | $1.15M | Sell |
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|
2023
Q2 | $1.21M | Sell |
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|
2023
Q1 | $1.13M | Sell |
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|
2022
Q4 | $1.67M | Sell |
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|
2022
Q3 | $1.69M | Sell |
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|
2022
Q2 | $1.74M | Sell |
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|
2022
Q1 | $1.79M | Sell |
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|
2021
Q4 | $2.06M | Sell |
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|
2021
Q3 | $1.73M | Buy |
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|
2021
Q2 | $1.8M | Buy |
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|
2021
Q1 | $1.61M | Buy |
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|
2020
Q4 | $1.33M | Buy |
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|
2020
Q3 | $826K | Sell |
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|
2020
Q2 | $821K | Buy |
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|
2020
Q1 | $316K | Buy |
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|
2019
Q4 | $334K | Buy |
|