Avantax Planning Partners’s Constellation Brands STZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $697K | Sell |
|
|||||
|
2025
Q1 | $795K | Buy |
|
|||||
|
2024
Q4 | $950K | Sell |
|
|||||
|
2024
Q3 | $1.78M | Buy |
|
|||||
|
2024
Q2 | $1.71M | Sell |
|
|||||
|
2024
Q1 | $1.81M | Sell |
|
|||||
|
2023
Q4 | $1.65M | Buy |
|
|||||
|
2023
Q3 | $354K | Sell |
|
|||||
|
2023
Q2 | $426K | Buy |
|
|||||
|
2023
Q1 | $389K | Sell |
|
|||||
|
2022
Q4 | $405K | Sell |
|
|||||
|
2022
Q3 | $443K | Buy |
|
|||||
|
2022
Q2 | $411K | Buy |
|
|||||
|
2022
Q1 | $380K | Sell |
|
|||||
|
2021
Q4 | $438K | Buy |
|
|||||
|
2021
Q3 | $358K | Sell |
|
|||||
|
2021
Q2 | $398K | Buy |
|
|||||
|
2021
Q1 | $312K | Sell |
|
|||||
|
2020
Q4 | $309K | Sell |
|
|||||
|
2020
Q3 | $296K | Sell |
|
|||||
|
2020
Q2 | $292K | Buy |
|
|||||
|
2020
Q1 | $239K | Sell |
|
|||||
|
2019
Q4 | $474K | Sell |
|
|||||
|
2019
Q3 | $524K | Buy |
|
|||||
|
2019
Q2 | $500K | Sell |
|
|||||
|
2019
Q1 | $438K | Buy |
|
|||||
|
2018
Q4 | $348K | Sell |
|
|||||
|
2018
Q3 | $469K | Sell |
|
|||||
|
2018
Q2 | $481K | Sell |
|
|||||
|
2018
Q1 | $1.93M | Buy |
|
|||||
|
2017
Q4 | $1.88M | Sell |
|
|||||
|
2017
Q3 | $1.78M | Sell |
|
|||||
|
2017
Q2 | $2.06M | Buy |
|
|||||
|
2017
Q1 | $1.7M | Buy |
|
|||||
|
2016
Q4 | $1.58M | Buy |
|