Perigon 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 | $505K | Sell |
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|
2025
Q2 | $746K | Buy |
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|
2025
Q1 | $810K | Sell |
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|
2024
Q4 | $1.33M | Sell |
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|
2024
Q3 | $2.32M | Buy |
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|
2024
Q2 | $2.29M | Buy |
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|
2024
Q1 | $2.3M | Buy |
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|
2023
Q4 | $1.45M | Buy |
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|
2023
Q3 | $1.04M | Buy |
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|
2023
Q2 | $999K | Buy |
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|
2023
Q1 | $864K | Sell |
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|
2022
Q4 | $911K | Buy |
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|
2022
Q3 | $696K | Sell |
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|
2022
Q2 | $721K | Buy |
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|
2022
Q1 | $655K | Buy |
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|
2021
Q4 | $711K | Buy |
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|
2021
Q3 | $569K | Sell |
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|
2021
Q2 | $693K | Buy |
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|
2021
Q1 | $673K | Buy |
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|
2020
Q4 | $634K | Sell |
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|
2020
Q3 | $616K | Sell |
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|
2020
Q2 | $671K | Buy |
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|
2020
Q1 | $571K | Sell |
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|
2019
Q4 | $685K | Buy |
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|
2019
Q3 | $552K | Sell |
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|
2019
Q2 | $741K | Buy |
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|
2019
Q1 | $770K | Buy |
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|
2018
Q4 | $496K | Buy |
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|
2018
Q3 | $630K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $91K | Buy |
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|
2017
Q4 | $32K | Buy |
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|
2017
Q3 | $16K | Hold |
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|
2017
Q2 | $15K | Hold |
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|
2017
Q1 | $13K | Hold |
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|
2016
Q4 | $13K | Buy |
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