Brighton Jones LLC’s Constellation Brands STZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,001
| Closed | -$221K | – | 739 |
|
|
2024
Q4 | $221K | Buy |
1,001
+187
| +23% | +$41.3K | 0.01% | 618 |
|
|
2024
Q3 | $210K | Sell |
814
-136
| -14% | -$35.1K | 0.01% | 525 |
|
|
2024
Q2 | $244K | Buy |
950
+43
| +5% | +$11.1K | 0.01% | 520 |
|
|
2024
Q1 | $247K | Sell |
907
-28
| -3% | -$7.61K | 0.01% | 512 |
|
|
2023
Q4 | $226K | Buy |
935
+108
| +13% | +$26.1K | 0.01% | 508 |
|
|
2023
Q3 | $208K | Sell |
827
-23
| -3% | -$5.78K | 0.01% | 494 |
|
|
2023
Q2 | $209K | Buy |
+850
| New | +$209K | 0.01% | 498 |
|
|
2021
Q1 | – | Sell |
-939
| Closed | -$206K | – | 455 |
|
|
2020
Q4 | $206K | Buy |
+939
| New | +$206K | 0.01% | 371 |
|
|
2020
Q2 | – | Sell |
-1,399
| Closed | -$201K | – | 313 |
|
|
2020
Q1 | $201K | Sell |
1,399
-485
| -26% | -$69.7K | 0.02% | 260 |
|
|
2019
Q4 | $358K | Sell |
1,884
-19
| -1% | -$3.61K | 0.04% | 211 |
|
|
2019
Q3 | $394K | Buy |
1,903
+322
| +20% | +$66.7K | 0.05% | 192 |
|
|
2019
Q2 | $311K | Sell |
1,581
-311
| -16% | -$61.2K | 0.04% | 215 |
|
|
2019
Q1 | $332K | Buy |
1,892
+639
| +51% | +$112K | 0.04% | 215 |
|
|
2018
Q4 | $202K | Buy |
1,253
+14
| +1% | +$2.26K | 0.03% | 244 |
|
|
2018
Q3 | $267K | Sell |
1,239
-32
| -3% | -$6.9K | 0.03% | 220 |
|
|
2018
Q2 | $278K | Buy |
1,271
+7
| +0.6% | +$1.53K | 0.04% | 238 |
|
|
2018
Q1 | $288K | Sell |
1,264
-94
| -7% | -$21.4K | 0.04% | 216 |
|
|
2017
Q4 | $310K | Buy |
1,358
+3
| +0.2% | +$685 | 0.04% | 205 |
|
|
2017
Q3 | $270K | Buy |
1,355
+88
| +7% | +$17.5K | 0.03% | 224 |
|
|
2017
Q2 | $245K | Buy |
+1,267
| New | +$245K | 0.03% | 220 |
|