SWS 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 | $907K | Buy |
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|
2025
Q2 | $1.04M | Buy |
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|
2025
Q1 | $1.17M | Sell |
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|
2024
Q4 | $1.42M | Sell |
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|
2024
Q3 | $2.77M | Sell |
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|
2024
Q2 | $3.95M | Sell |
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|
2024
Q1 | $4.51M | Buy |
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|
2023
Q4 | $3.45M | Buy |
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|
2023
Q3 | $3.49M | Buy |
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|
2023
Q2 | $1.73M | Sell |
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|
2023
Q1 | $1.6M | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $1.48M | Buy |
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|
2022
Q2 | $1.49M | Buy |
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|
2022
Q1 | $1.47M | Sell |
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|
2021
Q4 | $1.92M | Buy |
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|
2021
Q3 | $1.57M | Buy |
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|
2021
Q2 | $1.71M | Buy |
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|
2021
Q1 | $1.63M | Buy |
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|
2020
Q4 | $1.42M | Buy |
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|
2020
Q3 | $520K | Buy |
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|
2020
Q2 | $428K | Buy |
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|
2020
Q1 | $326K | Buy |
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|
2019
Q3 | $318K | Sell |
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|
2019
Q2 | $393K | Buy |
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|
2018
Q4 | $249K | Buy |
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|
2018
Q3 | $328K | Buy |
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|
2018
Q2 | $302K | Buy |
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|
2018
Q1 | $27K | Hold |
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|
2017
Q4 | $27K | Buy |
|