Capital Analysts 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
Q2 | $43K | Buy |
265
+1
| +0.4% | +$162 | ﹤0.01% | 850 |
|
|
2025
Q1 | $48K | Sell |
264
-13,488
| -98% | -$2.45M | ﹤0.01% | 804 |
|
|
2024
Q4 | $3.04M | Buy |
13,752
+1,876
| +16% | +$415K | 0.12% | 141 |
|
|
2024
Q3 | $3.06M | Buy |
11,876
+1,421
| +14% | +$366K | 0.12% | 141 |
|
|
2024
Q2 | $2.69M | Buy |
10,455
+1,041
| +11% | +$268K | 0.12% | 148 |
|
|
2024
Q1 | $2.56M | Buy |
9,414
+401
| +4% | +$109K | 0.12% | 145 |
|
|
2023
Q4 | $2.18M | Buy |
9,013
+303
| +3% | +$73.3K | 0.11% | 154 |
|
|
2023
Q3 | $2.19M | Buy |
8,710
+18
| +0.2% | +$4.52K | 0.12% | 141 |
|
|
2023
Q2 | $2.14M | Sell |
8,692
-152
| -2% | -$37.4K | 0.12% | 150 |
|
|
2023
Q1 | $2M | Sell |
8,844
-124
| -1% | -$28K | 0.11% | 158 |
|
|
2022
Q4 | $2.08M | Sell |
8,968
-310
| -3% | -$71.8K | 0.13% | 151 |
|
|
2022
Q3 | $2.13M | Sell |
9,278
-59
| -0.6% | -$13.6K | 0.15% | 137 |
|
|
2022
Q2 | $2.18M | Sell |
9,337
-197
| -2% | -$45.9K | 0.15% | 136 |
|
|
2022
Q1 | $2.2M | Buy |
9,534
+192
| +2% | +$44.2K | 0.14% | 143 |
|
|
2021
Q4 | $2.35M | Buy |
9,342
+325
| +4% | +$81.6K | 0.14% | 142 |
|
|
2021
Q3 | $1.9M | Buy |
9,017
+892
| +11% | +$188K | 0.12% | 154 |
|
|
2021
Q2 | $1.9M | Buy |
8,125
+481
| +6% | +$112K | 0.13% | 155 |
|
|
2021
Q1 | $1.74M | Buy |
7,644
+812
| +12% | +$185K | 0.12% | 156 |
|
|
2020
Q4 | $1.5M | Buy |
6,832
+563
| +9% | +$123K | 0.13% | 140 |
|
|
2020
Q3 | $1.19M | Buy |
6,269
+522
| +9% | +$98.9K | 0.11% | 148 |
|
|
2020
Q2 | $1.01M | Buy |
5,747
+45
| +0.8% | +$7.87K | 0.11% | 152 |
|
|
2020
Q1 | $817K | Sell |
5,702
-70
| -1% | -$10K | 0.1% | 152 |
|
|
2019
Q4 | $1.1M | Buy |
5,772
+305
| +6% | +$57.9K | 0.11% | 161 |
|
|
2019
Q3 | $1.13M | Buy |
5,467
+68
| +1% | +$14.1K | 0.12% | 157 |
|
|
2019
Q2 | $1.06M | Sell |
5,399
-333
| -6% | -$65.6K | 0.12% | 157 |
|
|
2019
Q1 | $1.01M | Buy |
5,732
+620
| +12% | +$109K | 0.12% | 147 |
|
|
2018
Q4 | $822K | Sell |
5,112
-221
| -4% | -$35.5K | 0.11% | 147 |
|
|
2018
Q3 | $1.15M | Buy |
5,333
+300
| +6% | +$64.7K | 0.13% | 140 |
|
|
2018
Q2 | $1.1M | Sell |
5,033
-598
| -11% | -$131K | 0.13% | 138 |
|
|
2018
Q1 | $1.28M | Buy |
5,631
+197
| +4% | +$44.9K | 0.16% | 100 |
|
|
2017
Q4 | $1.24M | Buy |
5,434
+192
| +4% | +$43.9K | 0.16% | 103 |
|
|
2017
Q3 | $1.05M | Buy |
5,242
+94
| +2% | +$18.8K | 0.14% | 120 |
|
|
2017
Q2 | $997K | Buy |
5,148
+396
| +8% | +$76.7K | 0.14% | 117 |
|
|
2017
Q1 | $770K | Buy |
4,752
+572
| +14% | +$92.7K | 0.12% | 127 |
|
|
2016
Q4 | $641K | Buy |
4,180
+211
| +5% | +$32.4K | 0.11% | 131 |
|
|
2016
Q3 | $661K | Sell |
3,969
-382
| -9% | -$63.6K | 0.12% | 118 |
|
|
2016
Q2 | $720K | Sell |
4,351
-38
| -0.9% | -$6.29K | 0.14% | 109 |
|
|
2016
Q1 | $663K | Buy |
4,389
+212
| +5% | +$32K | 0.13% | 123 |
|
|
2015
Q4 | $595K | Sell |
4,177
-4,951
| -54% | -$705K | 0.12% | 135 |
|
|
2015
Q3 | $1.14M | Buy |
+9,128
| New | +$1.14M | 0.22% | 101 |
|