Strategic Wealth Partners’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 | $159K | Sell |
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|
2025
Q2 | $373K | Buy |
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|
2024
Q4 | $550K | Sell |
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|
2024
Q3 | $7.47M | Buy |
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|
2024
Q2 | $7.34M | Buy |
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|
2024
Q1 | $7.54M | Buy |
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|
2023
Q4 | $6.15M | Buy |
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|
2023
Q3 | $5.08M | Buy |
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|
2023
Q2 | $4.87M | Sell |
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|
2023
Q1 | $4.48M | Buy |
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|
2022
Q4 | $3.62M | Buy |
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|
2022
Q3 | $3.04M | Buy |
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|
2022
Q2 | $3.08M | Buy |
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|
2022
Q1 | $2.53M | Buy |
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|
2021
Q4 | $1.82M | Buy |
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|
2021
Q3 | $1.5M | Buy |
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|
2021
Q2 | $1.31M | Sell |
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|
2021
Q1 | $1.3M | Sell |
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|
2020
Q4 | $1.3M | Sell |
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|
2020
Q3 | $1.18M | Buy |
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|
2020
Q2 | $979K | Buy |
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|
2020
Q1 | $697K | Hold |
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|
2019
Q4 | $697K | Sell |
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|
2019
Q3 | $197K | Buy |
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|
2019
Q2 | $203K | Buy |
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|
2019
Q1 | $4K | Buy |
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|
2018
Q4 | $2K | Sell |
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|
2018
Q3 | $10K | Buy |
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|
2018
Q2 | $4K | Hold |
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|
2018
Q1 | $4K | Buy |
|