Robertson Stephens 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
Q2 | $216K | Sell |
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|
2025
Q1 | $248K | Sell |
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|
2024
Q4 | $299K | Sell |
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|
2024
Q3 | $383K | Buy |
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|
2024
Q2 | $376K | Buy |
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|
2024
Q1 | $352K | Buy |
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|
2023
Q4 | $290K | Buy |
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|
2023
Q3 | $302K | Hold |
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|
2023
Q2 | $295K | Sell |
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|
2023
Q1 | $303K | Buy |
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|
2022
Q4 | $284K | Hold |
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|
2022
Q3 | $281K | Sell |
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|
2022
Q2 | $287K | Sell |
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|
2022
Q1 | $335K | Buy |
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|
2021
Q4 | $312K | Buy |
|