Arax Advisory Partners’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 | $62.1K | Buy |
382
+277
| +264% | +$45.1K | ﹤0.01% | 1138 |
|
|
2025
Q1 | $19.3K | Sell |
105
-142
| -57% | -$26.1K | ﹤0.01% | 1320 |
|
|
2024
Q4 | $54.6K | Buy |
247
+34
| +16% | +$7.51K | ﹤0.01% | 875 |
|
|
2024
Q3 | $54.9K | Buy |
213
+10
| +5% | +$2.58K | ﹤0.01% | 685 |
|
|
2024
Q2 | $52.2K | Buy |
203
+145
| +250% | +$37.3K | 0.01% | 642 |
|
|
2024
Q1 | $15.8K | Hold |
58
| – | – | ﹤0.01% | 706 |
|
|
2023
Q4 | $14K | Hold |
58
| – | – | ﹤0.01% | 707 |
|
|
2023
Q3 | $14.5K | Hold |
58
| – | – | ﹤0.01% | 646 |
|
|
2023
Q2 | $14.2K | Buy |
58
+1
| +2% | +$244 | ﹤0.01% | 649 |
|
|
2023
Q1 | $13K | Hold |
57
| – | – | ﹤0.01% | 649 |
|
|
2022
Q4 | $13.3K | Hold |
57
| – | – | ﹤0.01% | 612 |
|
|
2022
Q3 | $13K | Hold |
57
| – | – | ﹤0.01% | 629 |
|
|
2022
Q2 | $13K | Hold |
57
| – | – | ﹤0.01% | 619 |
|
|
2022
Q1 | $13K | Hold |
57
| – | – | ﹤0.01% | 626 |
|
|
2021
Q4 | $14K | Hold |
57
| – | – | ﹤0.01% | 615 |
|
|
2021
Q3 | $12K | Hold |
57
| – | – | ﹤0.01% | 621 |
|
|
2021
Q2 | $13K | Buy |
+57
| New | +$13K | ﹤0.01% | 631 |
|
|
2020
Q4 | $14K | Buy |
65
+8
| +14% | +$1.72K | ﹤0.01% | 534 |
|
|
2020
Q3 | $11K | Hold |
57
| – | – | ﹤0.01% | 538 |
|
|
2020
Q2 | $10K | Buy |
+57
| New | +$10K | ﹤0.01% | 541 |
|
|
2019
Q3 | – | Sell |
-28
| Closed | -$6K | – | 606 |
|
|
2019
Q2 | $6K | Buy |
+28
| New | +$6K | ﹤0.01% | 509 |
|
|
2018
Q4 | – | Sell |
-21
| Closed | -$5K | – | 612 |
|
|
2018
Q3 | $5K | Sell |
21
-20
| -49% | -$4.76K | ﹤0.01% | 531 |
|
|
2018
Q2 | $9K | Buy |
41
+7
| +21% | +$1.54K | ﹤0.01% | 353 |
|
|
2018
Q1 | $7K | Buy |
34
+8
| +31% | +$1.65K | ﹤0.01% | 352 |
|
|
2017
Q4 | $5K | Buy |
26
+5
| +24% | +$962 | ﹤0.01% | 380 |
|
|
2017
Q3 | $4K | Hold |
21
| – | – | ﹤0.01% | 393 |
|
|
2017
Q2 | $4K | Hold |
21
| – | – | ﹤0.01% | 409 |
|
|
2017
Q1 | $3K | Hold |
21
| – | – | ﹤0.01% | 406 |
|
|
2016
Q4 | $3K | Buy |
+21
| New | +$3K | ﹤0.01% | 437 |
|