Waverly 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 | $319K | Buy |
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|
2025
Q2 | $348K | Buy |
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|
2025
Q1 | $373K | Buy |
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|
2024
Q4 | $382K | Buy |
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|
2024
Q3 | $295K | Buy |
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|
2024
Q2 | $235K | Buy |
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|
2024
Q1 | $206K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $2M | Sell |
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|
2023
Q2 | $3.84M | Sell |
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|
2023
Q1 | $3.63M | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $204K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $35K | Buy |
|