Constellation Brands shares owned by Independent Solutions Wealth Management
Quarter-by-quarter ownership of Constellation Brands (STZ) shares owned by Independent Solutions Wealth Management
from 13F filings
Historical chart of Independent Solutions Wealth Management investment in Constellation Brands
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Quarterly reported holdings in Constellation Brands by Independent Solutions Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $375k | 2.8k | 134.67 |
| 2025-06-30 | $480k | 3.0k | 162.68 |
| 2025-03-31 | $550k | 3.0k | 183.52 |
| 2024-12-31 | $853k | 3.9k | 221.00 |
| 2024-09-30 | $996k | 3.9k | 257.69 |
| 2024-06-30 | $1.0M | 4.0k | 257.28 |
| 2024-03-31 | $1.1M | 4.2k | 271.76 |
| 2023-12-31 | $1.0M | 4.2k | 241.75 |
| 2023-09-30 | $1.1M | 4.6k | 251.33 |
| 2023-06-30 | $1.2M | 4.9k | 246.13 |
| 2023-03-31 | $1.1M | 5.0k | 225.89 |
| 2022-12-31 | $1.7M | 7.2k | 231.75 |
| 2022-09-30 | $1.7M | 7.4k | 229.68 |
| 2022-06-30 | $1.7M | 7.5k | 233.06 |
| 2022-03-31 | $1.8M | 7.8k | 230.32 |
| 2021-12-31 | $2.1M | 8.2k | 250.97 |
| 2021-09-30 | $1.7M | 8.2k | 210.69 |
| 2021-06-30 | $1.8M | 7.7k | 233.89 |
| 2021-03-31 | $1.6M | 7.1k | 228.00 |
| 2020-12-31 | $1.3M | 6.1k | 219.05 |
| 2020-09-30 | $826k | 4.4k | 189.51 |
| 2020-06-30 | $821k | 4.7k | 174.95 |
| 2020-03-31 | $316k | 2.2k | 143.36 |
| 2019-12-31 | $334k | 1.8k | 189.75 |
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