SVB Wealth’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 |
|
|||||
|
2025
Q1 | $546K | Sell |
|
|||||
|
2024
Q4 | $715K | Buy |
|
|||||
|
2024
Q3 | – | Sell |
|
|||||
|
2024
Q2 | $895K | Sell |
|
|||||
|
2024
Q1 | $1.11M | Sell |
|
|||||
|
2023
Q4 | $1.01M | Buy |
|
|||||
|
2023
Q3 | $897K | Sell |
|
|||||
|
2023
Q2 | $878K | Sell |
|
|||||
|
2023
Q1 | $830K | Sell |
|
|||||
|
2022
Q4 | $926K | Sell |
|
|||||
|
2022
Q3 | $931K | Buy |
|
|||||
|
2022
Q2 | $766K | Buy |
|
|||||
|
2022
Q1 | $701K | Sell |
|
|||||
|
2021
Q4 | $852K | Buy |
|
|||||
|
2021
Q3 | $643K | Buy |
|
|||||
|
2021
Q2 | $702K | Buy |
|
|||||
|
2021
Q1 | $674K | Buy |
|
|||||
|
2020
Q4 | $635K | Sell |
|
|||||
|
2020
Q3 | $550K | Buy |
|
|||||
|
2020
Q2 | $498K | Sell |
|
|||||
|
2020
Q1 | $442K | Buy |
|
|||||
|
2019
Q4 | $352K | Buy |
|
|||||
|
2019
Q1 | – | Sell |
|
|||||
|
2018
Q4 | $334K | Buy |
|
|||||
|
2018
Q3 | $422K | Sell |
|
|||||
|
2018
Q2 | $515K | Sell |
|
|||||
|
2018
Q1 | $756K | Sell |
|
|||||
|
2017
Q4 | $861K | Sell |
|
|||||
|
2017
Q3 | $1.41M | Buy |
|
|||||
|
2017
Q2 | $1.37M | Buy |
|
|||||
|
2017
Q1 | $1.15M | Buy |
|
|||||
|
2016
Q4 | $990K | Sell |
|
|||||
|
2016
Q3 | $1.16M | Buy |
|
|||||
|
2016
Q2 | $215K | Sell |
|
|||||
|
2016
Q1 | $317K | Buy |
|
|||||
|
2015
Q2 | – | Sell |
|
|||||
|
2015
Q1 | $289K | Sell |
|
|||||
|
2014
Q4 | $259K | Buy |
|