BFA
Benedict Financial Advisors’s Constellation Brands STZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.34M | Buy |
8,238
+605
| +8% | +$98.4K | 0.3% | 87 |
|
|
2025
Q1 | $1.4M | Buy |
7,633
+1,349
| +21% | +$248K | 0.32% | 86 |
|
|
2024
Q4 | $1.39M | Buy |
6,284
+16
| +0.3% | +$3.54K | 0.34% | 85 |
|
|
2024
Q3 | $1.62M | Buy |
6,268
+258
| +4% | +$66.5K | 0.38% | 83 |
|
|
2024
Q2 | $1.55M | Buy |
6,010
+56
| +0.9% | +$14.4K | 0.39% | 83 |
|
|
2024
Q1 | $1.62M | Buy |
5,954
+33
| +0.6% | +$8.97K | 0.41% | 83 |
|
|
2023
Q4 | $1.43M | Buy |
5,921
+16
| +0.3% | +$3.87K | 0.39% | 84 |
|
|
2023
Q3 | $1.48M | Sell |
5,905
-3
| -0.1% | -$754 | 0.43% | 82 |
|
|
2023
Q2 | $1.45M | Buy |
5,908
+16
| +0.3% | +$3.94K | 0.4% | 83 |
|
|
2023
Q1 | $1.33M | Sell |
5,892
-79
| -1% | -$17.8K | 0.37% | 84 |
|
|
2022
Q4 | $1.38M | Buy |
5,971
+83
| +1% | +$19.2K | 0.41% | 76 |
|
|
2022
Q3 | $1.35M | Buy |
5,888
+81
| +1% | +$18.6K | 0.43% | 75 |
|
|
2022
Q2 | $1.35M | Buy |
5,807
+32
| +0.6% | +$7.46K | 0.4% | 79 |
|
|
2022
Q1 | $1.33M | Sell |
5,775
-149
| -3% | -$34.3K | 0.36% | 84 |
|
|
2021
Q4 | $1.49M | Buy |
5,924
+14
| +0.2% | +$3.51K | 0.39% | 80 |
|
|
2021
Q3 | $1.25M | Sell |
5,910
-79
| -1% | -$16.6K | 0.35% | 87 |
|
|
2021
Q2 | $1.4M | Sell |
5,989
-141
| -2% | -$33K | 0.39% | 81 |
|
|
2021
Q1 | $1.4M | Buy |
6,130
+49
| +0.8% | +$11.2K | 0.4% | 79 |
|
|
2020
Q4 | $1.33M | Buy |
6,081
+106
| +2% | +$23.2K | 0.48% | 67 |
|
|
2020
Q3 | $1.13M | Buy |
5,975
+469
| +9% | +$88.9K | 0.44% | 71 |
|
|
2020
Q2 | $963K | Buy |
5,506
+733
| +15% | +$128K | 0.4% | 74 |
|
|
2020
Q1 | $684K | Buy |
4,773
+308
| +7% | +$44.1K | 0.32% | 81 |
|
|
2019
Q4 | $847K | Buy |
4,465
+66
| +2% | +$12.5K | 0.33% | 79 |
|
|
2019
Q3 | $912K | Buy |
4,399
+228
| +5% | +$47.3K | 0.37% | 80 |
|
|
2019
Q2 | $821K | Buy |
4,171
+457
| +12% | +$90K | 0.34% | 80 |
|
|
2019
Q1 | $651K | Buy |
3,714
+1,185
| +47% | +$208K | 0.28% | 83 |
|
|
2018
Q4 | $407K | Buy |
2,529
+246
| +11% | +$39.6K | 0.2% | 86 |
|
|
2018
Q3 | $492K | Buy |
2,283
+538
| +31% | +$116K | 0.22% | 83 |
|
|
2018
Q2 | $382K | Buy |
1,745
+319
| +22% | +$69.8K | 0.19% | 85 |
|
|
2018
Q1 | $325K | Buy |
+1,426
| New | +$325K | 0.16% | 86 |
|