Integrated Wealth Concepts’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 | $1.05M | Sell |
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|
2025
Q2 | $1.54M | Sell |
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|
2025
Q1 | $2.15M | Sell |
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|
2024
Q4 | $2.67M | Buy |
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|
2024
Q3 | $2.67M | Sell |
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|
2024
Q2 | $2.73M | Buy |
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|
2024
Q1 | $2.8M | Sell |
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|
2023
Q4 | $2.84M | Sell |
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|
2023
Q3 | $3.01M | Sell |
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|
2023
Q2 | $3.01M | Sell |
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|
2023
Q1 | $2.85M | Buy |
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|
2022
Q4 | $1.64M | Buy |
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|
2022
Q3 | $1.35M | Sell |
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|
2022
Q2 | $1.4M | Buy |
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|
2022
Q1 | $1.37M | Sell |
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|
2021
Q4 | $1.87M | Buy |
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|
2021
Q3 | $1.47M | Buy |
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|
2021
Q2 | $1.11M | Buy |
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|
2021
Q1 | $983K | Buy |
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|
2020
Q4 | $816K | Buy |
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|
2020
Q3 | $698K | Buy |
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|
2020
Q2 | $584K | Buy |
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|
2020
Q1 | $356K | Buy |
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|
2019
Q4 | $220K | Buy |
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|
2019
Q3 | $233K | Sell |
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|
2019
Q2 | $377K | Buy |
|