Benjamin Edwards Inc’s Constellation Brands STZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $818K | Buy |
5,030
+363
| +8% | +$59.1K | 0.01% | 695 |
|
|
2025
Q1 | $857K | Buy |
4,667
+181
| +4% | +$33.2K | 0.01% | 622 |
|
|
2024
Q4 | $992K | Sell |
4,486
-277
| -6% | -$61.2K | 0.01% | 613 |
|
|
2024
Q3 | $1.23M | Buy |
4,763
+3,209
| +206% | +$827K | 0.02% | 543 |
|
|
2024
Q2 | $400K | Buy |
1,554
+1,514
| +3,785% | +$390K | 0.08% | 249 |
|
|
2024
Q1 | $11K | Hold |
40
| – | – | ﹤0.01% | 637 |
|
|
2023
Q4 | $10K | Hold |
40
| – | – | ﹤0.01% | 588 |
|
|
2023
Q3 | $10K | Hold |
40
| – | – | ﹤0.01% | 578 |
|
|
2023
Q2 | $10K | Hold |
40
| – | – | ﹤0.01% | 574 |
|
|
2023
Q1 | $9K | Hold |
40
| – | – | ﹤0.01% | 590 |
|
|
2022
Q4 | $9K | Hold |
40
| – | – | ﹤0.01% | 598 |
|
|
2022
Q3 | $9K | Hold |
40
| – | – | ﹤0.01% | 572 |
|
|
2022
Q2 | $9K | Hold |
40
| – | – | ﹤0.01% | 593 |
|
|
2022
Q1 | $9K | Hold |
40
| – | – | ﹤0.01% | 617 |
|
|
2021
Q4 | $10K | Hold |
40
| – | – | ﹤0.01% | 587 |
|
|
2021
Q3 | $8K | Hold |
40
| – | – | ﹤0.01% | 467 |
|
|
2021
Q2 | $9K | Hold |
40
| – | – | 0.01% | 366 |
|
|
2021
Q1 | $9K | Hold |
40
| – | – | 0.01% | 332 |
|
|
2020
Q4 | $9K | Hold |
40
| – | – | 0.01% | 328 |
|
|
2020
Q3 | $8K | Hold |
40
| – | – | 0.01% | 320 |
|
|
2020
Q2 | $7K | Hold |
40
| – | – | 0.01% | 317 |
|
|
2020
Q1 | $6K | Hold |
40
| – | – | 0.01% | 317 |
|
|
2019
Q4 | $8K | Hold |
40
| – | – | 0.02% | 239 |
|
|
2019
Q3 | $8K | Hold |
40
| – | – | 0.02% | 237 |
|
|
2019
Q2 | $8K | Hold |
40
| – | – | 0.02% | 235 |
|
|
2019
Q1 | $7K | Buy |
+40
| New | +$7K | 0.03% | 226 |
|