Loring Wolcott & Coolidge Fiduciary 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
Q2 | $276K | Hold |
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|
2025
Q1 | $318K | Sell |
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|
2024
Q4 | $473K | Hold |
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|
2024
Q3 | $606K | Sell |
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|
2024
Q2 | $710K | Hold |
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|
2024
Q1 | $743K | Buy |
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|
2023
Q4 | $700K | Buy |
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|
2023
Q3 | $555K | Buy |
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|
2023
Q2 | $493K | Hold |
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|
2023
Q1 | $453K | Hold |
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|
2022
Q4 | $465K | Hold |
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|
2022
Q3 | $461K | Sell |
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|
2022
Q2 | $556K | Buy |
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|
2022
Q1 | $533K | Hold |
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|
2021
Q4 | $581K | Hold |
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|
2021
Q3 | $488K | Sell |
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|
2021
Q2 | $545K | Sell |
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|
2021
Q1 | $536K | Buy |
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|
2020
Q4 | $488K | Sell |
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|
2020
Q3 | $636K | Buy |
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|
2020
Q2 | $565K | Sell |
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|
2020
Q1 | $548K | Buy |
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|
2019
Q4 | $697K | Sell |
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|
2019
Q3 | $1.25M | Hold |
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|
2019
Q2 | $1.18M | Sell |
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|
2019
Q1 | $1.36M | Buy |
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|
2018
Q4 | $903K | Buy |
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|
2018
Q3 | $45K | Hold |
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|
2018
Q2 | $46K | Buy |
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|
2018
Q1 | $2K | Hold |
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|
2017
Q4 | $2K | Hold |
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|
2017
Q3 | $2K | Buy |
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