Williams Jones Wealth Management’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 | $1.02M | Buy |
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|
2025
Q1 | $1.04M | Sell |
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|
2024
Q4 | $1.25M | Sell |
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|
2024
Q3 | $1.59M | Sell |
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|
2024
Q2 | $1.61M | Sell |
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|
2024
Q1 | $1.71M | Sell |
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|
2023
Q4 | $1.58M | Sell |
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|
2023
Q3 | $1.69M | Hold |
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|
2023
Q2 | $1.66M | Hold |
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|
2023
Q1 | $1.52M | Sell |
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|
2022
Q4 | $1.56M | Sell |
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|
2022
Q3 | $1.55M | Sell |
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|
2022
Q2 | $1.59M | Buy |
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|
2022
Q1 | $244K | Buy |
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|
2021
Q4 | $220K | Sell |
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|
2021
Q3 | $226K | Buy |
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|
2021
Q2 | $207K | Sell |
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|
2021
Q1 | $208K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $429K | Buy |
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