Cambridge Investment Research Advisors’s Constellation Brands STZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.24M | Sell |
13,787
-1,117
| -7% | -$182K | 0.01% | 1349 |
|
|
2025
Q1 | $2.74M | Sell |
14,904
-10,609
| -42% | -$1.95M | 0.01% | 1164 |
|
|
2024
Q4 | $5.64M | Buy |
25,513
+236
| +0.9% | +$52.2K | 0.02% | 740 |
|
|
2024
Q3 | $6.51M | Buy |
25,277
+3,744
| +17% | +$965K | 0.02% | 674 |
|
|
2024
Q2 | $5.54M | Sell |
21,533
-634
| -3% | -$163K | 0.02% | 701 |
|
|
2024
Q1 | $6.02M | Sell |
22,167
-426
| -2% | -$116K | 0.02% | 651 |
|
|
2023
Q4 | $5.46M | Buy |
22,593
+843
| +4% | +$204K | 0.02% | 661 |
|
|
2023
Q3 | $5.47M | Sell |
21,750
-1,106
| -5% | -$278K | 0.03% | 607 |
|
|
2023
Q2 | $5.63M | Sell |
22,856
-202
| -0.9% | -$49.7K | 0.03% | 606 |
|
|
2023
Q1 | $5.21M | Sell |
23,058
-1,261
| -5% | -$285K | 0.03% | 609 |
|
|
2022
Q4 | $5.64M | Sell |
24,319
-697
| -3% | -$162K | 0.03% | 556 |
|
|
2022
Q3 | $5.75M | Buy |
25,016
+731
| +3% | +$168K | 0.03% | 508 |
|
|
2022
Q2 | $5.66M | Sell |
24,285
-1,363
| -5% | -$318K | 0.03% | 535 |
|
|
2022
Q1 | $5.91M | Sell |
25,648
-4,349
| -14% | -$1M | 0.03% | 565 |
|
|
2021
Q4 | $7.53M | Buy |
29,997
+39
| +0.1% | +$9.79K | 0.03% | 484 |
|
|
2021
Q3 | $6.31M | Sell |
29,958
-5,900
| -16% | -$1.24M | 0.03% | 512 |
|
|
2021
Q2 | $8.39M | Buy |
35,858
+1,331
| +4% | +$311K | 0.04% | 425 |
|
|
2021
Q1 | $7.87M | Buy |
34,527
+165
| +0.5% | +$37.6K | 0.04% | 406 |
|
|
2020
Q4 | $7.53M | Sell |
34,362
-1,955
| -5% | -$428K | 0.04% | 382 |
|
|
2020
Q3 | $6.88M | Buy |
36,317
+1,425
| +4% | +$270K | 0.05% | 363 |
|
|
2020
Q2 | $6.1M | Buy |
34,892
+76
| +0.2% | +$13.3K | 0.05% | 382 |
|
|
2020
Q1 | $4.99M | Sell |
34,816
-7,907
| -19% | -$1.13M | 0.05% | 366 |
|
|
2019
Q4 | $8.11M | Buy |
42,723
+56
| +0.1% | +$10.6K | 0.06% | 306 |
|
|
2019
Q3 | $8.84M | Buy |
42,667
+1,428
| +3% | +$296K | 0.08% | 255 |
|
|
2019
Q2 | $8.12M | Buy |
41,239
+4,609
| +13% | +$908K | 0.07% | 263 |
|
|
2019
Q1 | $6.42M | Buy |
36,630
+15,167
| +71% | +$2.66M | 0.06% | 290 |
|
|
2018
Q4 | $3.45M | Sell |
21,463
-1,087
| -5% | -$175K | 0.04% | 444 |
|
|
2018
Q3 | $4.86M | Buy |
22,550
+936
| +4% | +$202K | 0.05% | 381 |
|
|
2018
Q2 | $4.73M | Buy |
21,614
+1,626
| +8% | +$356K | 0.05% | 348 |
|
|
2018
Q1 | $4.56M | Sell |
19,988
-33,715
| -63% | -$7.68M | 0.05% | 345 |
|
|
2017
Q4 | $12.3M | Buy |
53,703
+6,733
| +14% | +$1.54M | 0.14% | 145 |
|
|
2017
Q3 | $9.37M | Buy |
46,970
+1,441
| +3% | +$287K | 0.13% | 154 |
|
|
2017
Q2 | $8.82M | Buy |
45,529
+2,601
| +6% | +$504K | 0.13% | 148 |
|
|
2017
Q1 | $6.96M | Buy |
42,928
+32,438
| +309% | +$5.26M | 0.12% | 157 |
|
|
2016
Q4 | $1.61M | Sell |
10,490
-5,722
| -35% | -$877K | 0.03% | 502 |
|
|
2016
Q3 | $2.7M | Sell |
16,212
-495
| -3% | -$82.4K | 0.05% | 339 |
|
|
2016
Q2 | $2.76M | Buy |
16,707
+4,133
| +33% | +$684K | 0.06% | 301 |
|
|
2016
Q1 | $1.9M | Sell |
12,574
-223
| -2% | -$33.7K | 0.04% | 365 |
|
|
2015
Q4 | $1.82M | Sell |
12,797
-5
| -0% | -$712 | 0.04% | 376 |
|
|
2015
Q3 | $1.6M | Buy |
12,802
+421
| +3% | +$52.7K | 0.05% | 355 |
|
|
2015
Q2 | $1.44M | Sell |
12,381
-345
| -3% | -$40K | 0.04% | 393 |
|
|
2015
Q1 | $1.48M | Sell |
12,726
-200
| -2% | -$23.2K | 0.04% | 373 |
|
|
2014
Q4 | $1.27M | Buy |
12,926
+605
| +5% | +$59.4K | 0.04% | 414 |
|
|
2014
Q3 | $1.07M | Buy |
12,321
+3,770
| +44% | +$329K | 0.03% | 494 |
|
|
2014
Q2 | $754K | Buy |
8,551
+4,515
| +112% | +$398K | 0.03% | 557 |
|
|
2014
Q1 | $343K | Buy |
+4,036
| New | +$343K | 0.01% | 898 |
|