Sequoia Financial 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
Q3 | $348K | Sell |
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|
2025
Q2 | $473K | Buy |
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|
2025
Q1 | $471K | Sell |
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|
2024
Q4 | $1.24M | Buy |
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|
2024
Q3 | $1.28M | Buy |
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|
2024
Q2 | $1.13M | Buy |
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|
2024
Q1 | $1.01M | Sell |
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|
2023
Q4 | $2.32M | Buy |
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|
2023
Q3 | $723K | Buy |
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|
2023
Q2 | $703K | Buy |
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|
2023
Q1 | $442K | Sell |
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|
2022
Q4 | $864K | Buy |
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|
2022
Q3 | $347K | Buy |
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|
2022
Q2 | $341K | Sell |
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|
2022
Q1 | $725K | Buy |
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|
2021
Q4 | $672K | Buy |
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|
2021
Q3 | $552K | Sell |
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|
2021
Q2 | $720K | Buy |
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|
2021
Q1 | $690K | Sell |
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|
2020
Q4 | $665K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $212K | Sell |
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|
2019
Q3 | $278K | Buy |
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|
2019
Q2 | $235K | Sell |
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|
2019
Q1 | $222K | Buy |
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