WELCH & FORBES LLC STZ Holdings History

Number of Shares
33,519.00
Current Holdings Value*
$6.15 Mil
% of Portfolio
0.08%
Total Estimate Gain
$-3.83 Mil
% of Total Estimate Gain
-16.78%

WELCH & FORBES LLC's Constellation Brands Inc Holding Summary

As of 2025-03-31, WELCH & FORBES LLC held 33,519.00 shares of Constellation Brands Inc(STZ), totaling $6.15 Mil. This investment constitutes 0.08% of their stock portfolio, and WELCH & FORBES LLC now holds 0.02% of the outstanding Constellation Brands Inc(STZ) stock.

The initial trade took place in 2017Q1. And since then WELCH & FORBES LLC has made 21 purchases of STZ, at an average price of $219.89, for a total of 103,911.00 shares. In addition, there have been 8 sales at an average price of $190.14 for 70,392.00 shares. Based on historical transaction data and STZ's current price of $167.95, WELCH & FORBES LLC's estimated gain on his STZ holdings is $-3.83 Mil, reflecting a -16.78% gain to date.

WELCH & FORBES LLC STZ ($167.95) Holding Chart

WELCH & FORBES LLC STZ ($167.95) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

Top Ranked Articles

  • 1