Avantax 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 | $1.45M | Buy |
8,923
+617
| +7% | +$100K | 0.01% | 958 |
|
|
2025
Q1 | $1.52M | Sell |
8,306
-26,226
| -76% | -$4.81M | 0.01% | 886 |
|
|
2024
Q4 | $7.63M | Sell |
34,532
-24
| -0.1% | -$5.3K | 0.05% | 290 |
|
|
2024
Q3 | $8.9M | Buy |
34,556
+1,095
| +3% | +$282K | 0.06% | 248 |
|
|
2024
Q2 | $8.61M | Buy |
33,461
+4,366
| +15% | +$1.12M | 0.06% | 238 |
|
|
2024
Q1 | $7.91M | Sell |
29,095
-248
| -0.8% | -$67.4K | 0.07% | 218 |
|
|
2023
Q4 | $7.09M | Buy |
29,343
+911
| +3% | +$220K | 0.07% | 218 |
|
|
2023
Q3 | $7.15M | Sell |
28,432
-26
| -0.1% | -$6.53K | 0.08% | 195 |
|
|
2023
Q2 | $7M | Buy |
28,458
+11
| +0% | +$2.71K | 0.08% | 190 |
|
|
2023
Q1 | $6.43M | Buy |
28,447
+1,200
| +4% | +$271K | 0.08% | 198 |
|
|
2022
Q4 | $6.31M | Buy |
27,247
+1,011
| +4% | +$234K | 0.08% | 186 |
|
|
2022
Q3 | $6.03M | Buy |
26,236
+1,269
| +5% | +$291K | 0.09% | 169 |
|
|
2022
Q2 | $5.82M | Buy |
24,967
+2,265
| +10% | +$528K | 0.09% | 171 |
|
|
2022
Q1 | $5.22M | Buy |
22,702
+2,744
| +14% | +$631K | 0.07% | 201 |
|
|
2021
Q4 | $5.01M | Buy |
19,958
+1,964
| +11% | +$493K | 0.08% | 198 |
|
|
2021
Q3 | $3.79M | Buy |
17,994
+2,740
| +18% | +$577K | 0.06% | 224 |
|
|
2021
Q2 | $3.56M | Buy |
15,254
+3,040
| +25% | +$710K | 0.06% | 226 |
|
|
2021
Q1 | $2.79M | Buy |
12,214
+2,190
| +22% | +$499K | 0.06% | 240 |
|
|
2020
Q4 | $2.2M | Sell |
10,024
-10,426
| -51% | -$2.29M | 0.05% | 255 |
|
|
2020
Q3 | $3.88M | Buy |
20,450
+12,331
| +152% | +$2.34M | 0.06% | 238 |
|
|
2020
Q2 | $1.42M | Buy |
8,119
+5,500
| +210% | +$961K | 0.04% | 280 |
|
|
2020
Q1 | $375K | Buy |
2,619
+57
| +2% | +$8.16K | 0.01% | 510 |
|
|
2019
Q4 | $485K | Buy |
2,562
+723
| +39% | +$137K | 0.01% | 488 |
|
|
2019
Q3 | $380K | Buy |
1,839
+274
| +18% | +$56.6K | 0.02% | 374 |
|
|
2019
Q2 | $308K | Buy |
1,565
+139
| +10% | +$27.4K | 0.01% | 390 |
|
|
2019
Q1 | $250K | Buy |
+1,426
| New | +$250K | 0.01% | 406 |
|