Obermeyer Wealth Partners’s Constellation Brands STZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
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|
2024
Q3 | $469K | Hold |
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|
2024
Q2 | $468K | Sell |
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|
2024
Q1 | $509K | Buy |
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|
2023
Q4 | $438K | Buy |
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|
2023
Q3 | $421K | Buy |
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|
2023
Q2 | $410K | Buy |
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|
2023
Q1 | $376K | Buy |
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|
2022
Q4 | $347K | Buy |
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|
2022
Q3 | $247K | Hold |
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|
2022
Q2 | $251K | Hold |
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|
2022
Q1 | $248K | Sell |
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|
2021
Q4 | $282K | Hold |
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|
2021
Q3 | $237K | Sell |
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|
2021
Q2 | $450K | Hold |
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|
2021
Q1 | $438K | Sell |
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|
2020
Q4 | $428K | Sell |
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|
2020
Q3 | $376K | Buy |
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|
2020
Q2 | $292K | Sell |
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|
2020
Q1 | $288K | Sell |
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|
2019
Q4 | $4.64M | Sell |
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|
2019
Q3 | $34.3M | Sell |
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|
2019
Q2 | $35.6M | Sell |
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|
2019
Q1 | $32.3M | Buy |
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|
2018
Q4 | $20.5M | Buy |
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|
2013
Q3 | – | Sell |
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|
2013
Q2 | $10K | Buy |
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