Laird Norton Wetherby 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 | – | Sell |
-1,529
| Closed | -$249K | – | 968 |
|
|
2025
Q2 | $249K | Buy |
+1,529
| New | +$274K | 0.01% | 800 |
|
|
2024
Q4 | $389K | Sell |
1,759
-111
| -6% | -$26.4K | 0.02% | 619 |
|
|
2024
Q3 | $482K | Sell |
1,870
-94
| -5% | -$23.3K | 0.02% | 573 |
|
|
2024
Q2 | $505K | Sell |
1,964
-65
| -3% | -$16.7K | 0.02% | 536 |
|
|
2024
Q1 | $551K | Sell |
2,029
-31
| -2% | -$7.84K | 0.03% | 531 |
|
|
2023
Q4 | $498K | Sell |
2,060
-124
| -6% | -$29.5K | 0.03% | 546 |
|
|
2023
Q3 | $549K | Buy |
2,184
+85
| +4% | +$22.2K | 0.03% | 490 |
|
|
2023
Q2 | $517K | Buy |
2,099
+38
| +2% | +$8.89K | 0.03% | 524 |
|
|
2023
Q1 | $466K | Sell |
2,061
-131
| -6% | -$29.2K | 0.03% | 558 |
|
|
2022
Q4 | $508K | Sell |
2,192
-146
| -6% | -$34.9K | 0.03% | 513 |
|
|
2022
Q3 | $537K | Buy |
2,338
+262
| +13% | +$63.9K | 0.04% | 469 |
|
|
2022
Q2 | $484K | Buy |
2,076
+141
| +7% | +$34.3K | 0.03% | 515 |
|
|
2022
Q1 | $446K | Sell |
1,935
-139
| -7% | -$32.1K | 0.03% | 558 |
|
|
2021
Q4 | $520K | Buy |
2,074
+133
| +7% | +$30.3K | 0.03% | 510 |
|
|
2021
Q3 | $409K | Buy |
1,941
+306
| +19% | +$66.8K | 0.03% | 576 |
|
|
2021
Q2 | $382K | Buy |
1,635
+72
| +5% | +$16.9K | 0.02% | 617 |
|
|
2021
Q1 | $356K | Sell |
1,563
-340
| -18% | -$76.6K | 0.03% | 542 |
|
|
2020
Q4 | $417K | Buy |
1,903
+212
| +13% | +$41.7K | 0.03% | 522 |
|
|
2020
Q3 | $321K | Sell |
1,691
-1,153
| -41% | -$210K | 0.03% | 503 |
|
|
2020
Q2 | $498K | Sell |
2,844
-10
| -0.4% | -$1.67K | 0.05% | 356 |
|
|
2020
Q1 | $409K | Sell |
2,854
-537
| -16% | -$94.8K | 0.05% | 372 |
|
|
2019
Q4 | $644K | Sell |
3,391
-288
| -8% | -$54.4K | 0.06% | 330 |
|
|
2019
Q3 | $762K | Buy |
3,679
+105
| +3% | +$21.1K | 0.08% | 275 |
|
|
2019
Q2 | $704K | Buy |
3,574
+116
| +3% | +$22.6K | 0.08% | 289 |
|
|
2019
Q1 | $607K | Buy |
3,458
+463
| +15% | +$78K | 0.08% | 313 |
|
|
2018
Q4 | $482K | Sell |
2,995
-99
| -3% | -$19.7K | 0.07% | 338 |
|
|
2018
Q3 | $667K | Sell |
3,094
-25
| -0.8% | -$5.32K | 0.08% | 278 |
|
|
2018
Q2 | $683K | Buy |
3,119
+51
| +2% | +$11.5K | 0.09% | 265 |
|
|
2018
Q1 | $699K | Buy |
3,068
+84
| +3% | +$18.5K | 0.1% | 249 |
|
|
2017
Q4 | $682K | Buy |
2,984
+45
| +2% | +$9.73K | 0.09% | 260 |
|
|
2017
Q3 | $586K | Buy |
2,939
+437
| +17% | +$86.5K | 0.09% | 292 |
|
|
2017
Q2 | $485K | Buy |
2,502
+513
| +26% | +$91.3K | 0.08% | 305 |
|
|
2017
Q1 | $322K | Buy |
1,989
+263
| +15% | +$41K | 0.06% | 407 |
|
|
2016
Q4 | $265K | Sell |
1,726
-9
| -0.5% | -$1.43K | 0.05% | 437 |
|
|
2016
Q3 | $289K | Buy |
1,735
+120
| +7% | +$19.8K | 0.06% | 392 |
|
|
2016
Q2 | $267K | Buy |
1,615
+38
| +2% | +$5.95K | 0.06% | 386 |
|
|
2016
Q1 | $239K | Buy |
1,577
+142
| +10% | +$20.5K | 0.06% | 390 |
|
|
2015
Q4 | $204K | Buy |
+1,435
| New | +$198K | 0.05% | 425 |
|
Other funds holding STZ
