A detailed history of Bordeaux Wealth Advisors LLC transactions in Constellation Brands, Inc. stock. As of the latest transaction made, Bordeaux Wealth Advisors LLC holds 1,071 shares of STZ stock, worth $256,772. This represents 0.05% of its overall portfolio holdings.

Number of Shares
1,071
Previous 1,057 1.32%
Holding current value
$256,772
Previous $271,000 1.48%
% of portfolio
0.05%
Previous 0.05%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 04, 2024

BUY
$236.42 - $259.82 $3,309 - $3,637
14 Added 1.32%
1,071 $275,000
Q2 2024

Aug 02, 2024

SELL
$243.97 - $268.34 $6,099 - $6,708
-25 Reduced 2.31%
1,057 $271,000
Q1 2024

Apr 29, 2024

BUY
$241.42 - $272.04 $5,552 - $6,256
23 Added 2.17%
1,082 $294,000
Q3 2023

Oct 27, 2023

BUY
$247.47 - $272.8 $494 - $545
2 Added 0.19%
1,059 $266,000
Q2 2023

Aug 09, 2023

BUY
$218.23 - $249.19 $230,669 - $263,393
1,057 New
1,057 $260,000

Others Institutions Holding STZ

About CONSTELLATION BRANDS, INC.


  • Ticker STZ
  • Exchange NYSE
  • Sector Consumer Defensive
  • Industry Beverages—Wineries & Distilleries
  • Shares Outstandng 161,224,000
  • Market Cap $38.7B
  • Description
  • Constellation Brands, Inc., together with its subsidiaries, produces, imports, markets, and sells beer, wine, and spirits in the United States, Canada, Mexico, New Zealand, and Italy. It provides beer primarily under the Corona Extra, Corona Premier, Corona Familiar, Corona Light, Corona Refresca, Corona Hard Seltzer, Modelo Especial, Modelo Neg...
More about STZ
Track This Portfolio

Track Bordeaux Wealth Advisors LLC Portfolio

Follow Bordeaux Wealth Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Bordeaux Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bordeaux Wealth Advisors LLC with notifications on news.