Ameritas Advisory Services’s Constellation Brands STZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $983K | Sell |
6,040
-356
| -6% | -$57.9K | 0.05% | 347 |
|
|
2025
Q1 | $1.22M | Buy |
6,396
+468
| +8% | +$89.6K | 0.05% | 342 |
|
|
2024
Q4 | $1.31M | Buy |
5,928
+134
| +2% | +$29.6K | 0.05% | 344 |
|
|
2024
Q3 | $1.49M | Sell |
5,794
-568
| -9% | -$146K | 0.06% | 296 |
|
|
2024
Q2 | $1.64M | Buy |
6,362
+490
| +8% | +$126K | 0.06% | 296 |
|
|
2024
Q1 | $1.57M | Sell |
5,872
-176
| -3% | -$47K | 0.06% | 280 |
|
|
2023
Q4 | $1.47M | Buy |
6,048
+91
| +2% | +$22.1K | 0.08% | 221 |
|
|
2023
Q3 | $1.47M | Buy |
5,957
+4,527
| +317% | +$1.12M | 0.07% | 253 |
|
|
2023
Q2 | $363K | Sell |
1,430
-3,063
| -68% | -$777K | 0.05% | 367 |
|
|
2023
Q1 | $1.01M | Buy |
4,493
+54
| +1% | +$12.1K | 0.05% | 317 |
|
|
2022
Q4 | $1.03M | Buy |
4,439
+337
| +8% | +$78.1K | 0.05% | 341 |
|
|
2022
Q3 | $942K | Buy |
4,102
+127
| +3% | +$29.2K | 0.06% | 288 |
|
|
2022
Q2 | $926K | Buy |
3,975
+293
| +8% | +$68.3K | 0.05% | 302 |
|
|
2022
Q1 | $848K | Buy |
3,682
+280
| +8% | +$64.5K | 0.03% | 368 |
|
|
2021
Q4 | $854K | Buy |
+3,402
| New | +$854K | 0.03% | 368 |
|