Sound View Wealth Advisors Group’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 | – | Sell |
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|
2025
Q1 | $251K | Buy |
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|
2024
Q4 | $233K | Sell |
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|
2024
Q3 | $275K | Buy |
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|
2024
Q2 | $208K | Buy |
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|
2024
Q1 | $220K | Sell |
|
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|
2023
Q4 | $229K | Sell |
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|
2023
Q3 | $323K | Buy |
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|
2023
Q2 | $231K | Sell |
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|
2023
Q1 | $296K | Buy |
|
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|
2022
Q4 | $229K | Sell |
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|
2022
Q3 | $310K | Sell |
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|
2022
Q2 | $316K | Sell |
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|
2022
Q1 | $313K | Buy |
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|
2021
Q4 | $340K | Sell |
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|
2021
Q3 | $286K | Buy |
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|
2021
Q2 | $317K | Sell |
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|
2021
Q1 | $309K | Sell |
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|
2020
Q4 | $298K | Sell |
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|
2020
Q3 | $259K | Sell |
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|
2020
Q2 | $274K | Buy |
|
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|
2020
Q1 | $217K | Buy |
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|
2019
Q4 | $277K | Sell |
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|
2019
Q3 | $318K | Sell |
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|
2019
Q2 | $325K | Buy |
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