APP
Avantax Planning Partners’s Constellation Brands STZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $697K | Sell |
4,283
-47
| -1% | -$7.65K | 0.02% | 223 |
|
|
2025
Q1 | $795K | Buy |
4,330
+32
| +0.7% | +$5.87K | 0.03% | 198 |
|
|
2024
Q4 | $950K | Sell |
4,298
-2,602
| -38% | -$575K | 0.03% | 187 |
|
|
2024
Q3 | $1.78M | Buy |
6,900
+271
| +4% | +$69.8K | 0.06% | 136 |
|
|
2024
Q2 | $1.71M | Sell |
6,629
-16
| -0.2% | -$4.12K | 0.05% | 153 |
|
|
2024
Q1 | $1.81M | Sell |
6,645
-192
| -3% | -$52.2K | 0.06% | 153 |
|
|
2023
Q4 | $1.65M | Buy |
6,837
+5,427
| +385% | +$1.31M | 0.06% | 127 |
|
|
2023
Q3 | $354K | Sell |
1,410
-320
| -18% | -$80.4K | 0.01% | 259 |
|
|
2023
Q2 | $426K | Buy |
1,730
+7
| +0.4% | +$1.72K | 0.02% | 249 |
|
|
2023
Q1 | $389K | Sell |
1,723
-26
| -1% | -$5.87K | 0.02% | 256 |
|
|
2022
Q4 | $405K | Sell |
1,749
-180
| -9% | -$41.7K | 0.02% | 256 |
|
|
2022
Q3 | $443K | Buy |
1,929
+164
| +9% | +$37.7K | 0.02% | 231 |
|
|
2022
Q2 | $411K | Buy |
1,765
+113
| +7% | +$26.3K | 0.02% | 239 |
|
|
2022
Q1 | $380K | Sell |
1,652
-94
| -5% | -$21.6K | 0.02% | 251 |
|
|
2021
Q4 | $438K | Buy |
1,746
+49
| +3% | +$12.3K | 0.02% | 227 |
|
|
2021
Q3 | $358K | Sell |
1,697
-6
| -0.4% | -$1.27K | 0.02% | 231 |
|
|
2021
Q2 | $398K | Buy |
1,703
+333
| +24% | +$77.8K | 0.02% | 223 |
|
|
2021
Q1 | $312K | Sell |
1,370
-42
| -3% | -$9.57K | 0.02% | 237 |
|
|
2020
Q4 | $309K | Sell |
1,412
-149
| -10% | -$32.6K | 0.02% | 216 |
|
|
2020
Q3 | $296K | Sell |
1,561
-108
| -6% | -$20.5K | 0.02% | 229 |
|
|
2020
Q2 | $292K | Buy |
1,669
+3
| +0.2% | +$525 | 0.02% | 219 |
|
|
2020
Q1 | $239K | Sell |
1,666
-831
| -33% | -$119K | 0.02% | 232 |
|
|
2019
Q4 | $474K | Sell |
2,497
-32
| -1% | -$6.07K | 0.03% | 180 |
|
|
2019
Q3 | $524K | Buy |
2,529
+30
| +1% | +$6.22K | 0.03% | 165 |
|
|
2019
Q2 | $500K | Sell |
2,499
-1
| -0% | -$200 | 0.03% | 170 |
|
|
2019
Q1 | $438K | Buy |
2,500
+336
| +16% | +$58.9K | 0.03% | 177 |
|
|
2018
Q4 | $348K | Sell |
2,164
-11
| -0.5% | -$1.77K | 0.03% | 178 |
|
|
2018
Q3 | $469K | Sell |
2,175
-24
| -1% | -$5.18K | 0.04% | 143 |
|
|
2018
Q2 | $481K | Sell |
2,199
-6,268
| -74% | -$1.37M | 0.04% | 133 |
|
|
2018
Q1 | $1.93M | Buy |
8,467
+239
| +3% | +$54.5K | 0.17% | 53 |
|
|
2017
Q4 | $1.88M | Sell |
8,228
-723
| -8% | -$165K | 0.17% | 51 |
|
|
2017
Q3 | $1.79M | Sell |
8,951
-1,678
| -16% | -$335K | 0.14% | 69 |
|
|
2017
Q2 | $2.06M | Buy |
10,629
+135
| +1% | +$26.2K | 0.17% | 60 |
|
|
2017
Q1 | $1.7M | Buy |
10,494
+196
| +2% | +$31.8K | 0.15% | 60 |
|
|
2016
Q4 | $1.58M | Buy |
+10,298
| New | +$1.58M | 0.17% | 58 |
|