RSWM
Robertson Stephens Wealth Management’s Constellation Brands STZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $216K | Sell |
1,325
-25
| -2% | -$4.07K | 0.01% | 517 |
|
|
2025
Q1 | $248K | Sell |
1,350
-5
| -0.4% | -$918 | 0.01% | 482 |
|
|
2024
Q4 | $299K | Sell |
1,355
-133
| -9% | -$29.4K | 0.01% | 465 |
|
|
2024
Q3 | $383K | Buy |
1,488
+25
| +2% | +$6.44K | 0.01% | 471 |
|
|
2024
Q2 | $376K | Buy |
1,463
+168
| +13% | +$43.2K | 0.02% | 367 |
|
|
2024
Q1 | $352K | Buy |
1,295
+94
| +8% | +$25.5K | 0.02% | 400 |
|
|
2023
Q4 | $290K | Buy |
1,201
+1
| +0.1% | +$242 | 0.02% | 385 |
|
|
2023
Q3 | $302K | Hold |
1,200
| – | – | 0.02% | 374 |
|
|
2023
Q2 | $295K | Sell |
1,200
-143
| -11% | -$35.2K | 0.02% | 358 |
|
|
2023
Q1 | $303K | Buy |
1,343
+117
| +10% | +$26.4K | 0.02% | 366 |
|
|
2022
Q4 | $284K | Hold |
1,226
| – | – | 0.03% | 339 |
|
|
2022
Q3 | $281K | Sell |
1,226
-6
| -0.5% | -$1.38K | 0.03% | 287 |
|
|
2022
Q2 | $287K | Sell |
1,232
-224
| -15% | -$52.2K | 0.03% | 296 |
|
|
2022
Q1 | $335K | Buy |
1,456
+210
| +17% | +$48.3K | 0.03% | 294 |
|
|
2021
Q4 | $312K | Buy |
+1,246
| New | +$312K | 0.03% | 310 |
|