CPIA
Cornell Pochily Investment Advisors’s Constellation Brands STZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $478K | Sell |
2,939
-2,208
| -43% | -$359K | 0.16% | 121 |
|
|
2025
Q1 | $945K | Sell |
5,147
-85
| -2% | -$15.6K | 0.33% | 76 |
|
|
2024
Q4 | $1.16M | Sell |
5,232
-279
| -5% | -$61.7K | 0.4% | 66 |
|
|
2024
Q3 | $1.42M | Buy |
5,511
+156
| +3% | +$40.2K | 0.49% | 58 |
|
|
2024
Q2 | $1.38M | Sell |
5,355
-51
| -0.9% | -$13.1K | 0.52% | 53 |
|
|
2024
Q1 | $1.47M | Sell |
5,406
-43
| -0.8% | -$11.7K | 0.58% | 51 |
|
|
2023
Q4 | $1.32M | Sell |
5,449
-185
| -3% | -$44.7K | 0.55% | 54 |
|
|
2023
Q3 | $1.42M | Sell |
5,634
-186
| -3% | -$46.7K | 0.62% | 47 |
|
|
2023
Q2 | $1.43M | Sell |
5,820
-89
| -2% | -$21.9K | 0.59% | 50 |
|
|
2023
Q1 | $1.33M | Sell |
5,909
-6
| -0.1% | -$1.36K | 0.57% | 56 |
|
|
2022
Q4 | $1.37M | Buy |
5,915
+238
| +4% | +$55.2K | 0.61% | 47 |
|
|
2022
Q3 | $1.3M | Hold |
5,677
| – | – | 0.57% | 45 |
|
|
2022
Q2 | $1.32M | Buy |
5,677
+95
| +2% | +$22.1K | 0.59% | 52 |
|
|
2022
Q1 | $1.29M | Sell |
5,582
-32
| -0.6% | -$7.37K | 0.5% | 58 |
|
|
2021
Q4 | $1.41M | Buy |
5,614
+273
| +5% | +$68.5K | 0.55% | 49 |
|
|
2021
Q3 | $1.13M | Buy |
5,341
+468
| +10% | +$98.6K | 0.49% | 57 |
|
|
2021
Q2 | $1.14M | Buy |
4,873
+259
| +6% | +$60.6K | 0.5% | 55 |
|
|
2021
Q1 | $1.05M | Sell |
4,614
-160
| -3% | -$36.5K | 0.5% | 53 |
|
|
2020
Q4 | $1.05M | Buy |
4,774
+124
| +3% | +$27.2K | 0.5% | 51 |
|
|
2020
Q3 | $881K | Buy |
4,650
+132
| +3% | +$25K | 0.51% | 58 |
|
|
2020
Q2 | $790K | Buy |
4,518
+143
| +3% | +$25K | 0.49% | 57 |
|
|
2020
Q1 | $627K | Sell |
4,375
-4
| -0.1% | -$573 | 0.46% | 60 |
|
|
2019
Q4 | $831K | Sell |
4,379
-54
| -1% | -$10.2K | 0.5% | 57 |
|
|
2019
Q3 | $919K | Buy |
4,433
+182
| +4% | +$37.7K | 0.59% | 51 |
|
|
2019
Q2 | $837 | Sell |
4,251
-54
| -1% | -$11 | 0.21% | 63 |
|
|
2019
Q1 | $754K | Buy |
4,305
+1,184
| +38% | +$207K | 0.51% | 55 |
|
|
2018
Q4 | $501K | Buy |
3,121
+22
| +0.7% | +$3.53K | 0.32% | 82 |
|
|
2018
Q3 | $668K | Sell |
3,099
-682
| -18% | -$147K | 0.45% | 64 |
|
|
2018
Q2 | $827K | Sell |
3,781
-49
| -1% | -$10.7K | 0.57% | 48 |
|
|
2018
Q1 | $873K | Sell |
3,830
-115
| -3% | -$26.2K | 0.62% | 47 |
|
|
2017
Q4 | $901K | Buy |
+3,945
| New | +$901K | 0.58% | 51 |
|