EFS
Essex Financial Services’s Constellation Brands STZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $635K | Buy |
3,903
+289
| +8% | +$47K | 0.04% | 362 |
|
|
2025
Q1 | $663K | Sell |
3,614
-704
| -16% | -$129K | 0.05% | 319 |
|
|
2024
Q4 | $954K | Buy |
4,318
+93
| +2% | +$20.6K | 0.07% | 241 |
|
|
2024
Q3 | $1.02M | Sell |
4,225
-338
| -7% | -$81.7K | 0.07% | 238 |
|
|
2024
Q2 | $1.09M | Buy |
4,563
+1,141
| +33% | +$274K | 0.08% | 219 |
|
|
2024
Q1 | $930K | Sell |
3,422
-62
| -2% | -$16.8K | 0.09% | 219 |
|
|
2023
Q4 | $842K | Sell |
3,484
-112
| -3% | -$27.1K | 0.09% | 224 |
|
|
2023
Q3 | $904K | Buy |
3,596
+101
| +3% | +$25.4K | 0.1% | 188 |
|
|
2023
Q2 | $860K | Sell |
3,495
-188
| -5% | -$46.3K | 0.1% | 196 |
|
|
2023
Q1 | $832K | Buy |
3,683
+1
| +0% | +$226 | 0.09% | 208 |
|
|
2022
Q4 | $853K | Sell |
3,682
-39
| -1% | -$9.04K | 0.09% | 199 |
|
|
2022
Q3 | $855K | Buy |
3,721
+32
| +0.9% | +$7.35K | 0.1% | 182 |
|
|
2022
Q2 | $860K | Buy |
3,689
+50
| +1% | +$11.7K | 0.1% | 199 |
|
|
2022
Q1 | $838K | Buy |
3,639
+1
| +0% | +$230 | 0.08% | 225 |
|
|
2021
Q4 | $913K | Sell |
3,638
-220
| -6% | -$55.2K | 0.09% | 210 |
|
|
2021
Q3 | $813K | Sell |
3,858
-54
| -1% | -$11.4K | 0.09% | 208 |
|
|
2021
Q2 | $892K | Hold |
3,912
| – | – | 0.13% | 170 |
|
|
2021
Q1 | $892K | Buy |
3,912
+1
| +0% | +$228 | 0.16% | 144 |
|
|
2020
Q4 | $857K | Buy |
3,911
+1,042
| +36% | +$228K | 0.17% | 132 |
|
|
2020
Q3 | $544K | Buy |
2,869
+119
| +4% | +$22.6K | 0.13% | 148 |
|
|
2020
Q2 | $481K | Sell |
2,750
-314
| -10% | -$54.9K | 0.15% | 137 |
|
|
2020
Q1 | $439K | Sell |
3,064
-404
| -12% | -$57.9K | 0.16% | 137 |
|
|
2019
Q4 | $658K | Sell |
3,468
-556
| -14% | -$105K | 0.18% | 123 |
|
|
2019
Q3 | $834K | Buy |
4,024
+17
| +0.4% | +$3.52K | 0.27% | 92 |
|
|
2019
Q2 | $789K | Buy |
4,007
+160
| +4% | +$31.5K | 0.23% | 93 |
|
|
2019
Q1 | $674K | Buy |
3,847
+1,092
| +40% | +$191K | 0.2% | 105 |
|
|
2018
Q4 | $443K | Sell |
2,755
-341
| -11% | -$54.8K | 0.14% | 140 |
|
|
2018
Q3 | $668K | Buy |
3,096
+400
| +15% | +$86.3K | 0.15% | 135 |
|
|
2018
Q2 | $590K | Buy |
2,696
+250
| +10% | +$54.7K | 0.14% | 138 |
|
|
2018
Q1 | $557K | Buy |
2,446
+204
| +9% | +$46.5K | 0.11% | 182 |
|
|
2017
Q4 | $512K | Sell |
2,242
-80
| -3% | -$18.3K | 0.12% | 149 |
|
|
2017
Q3 | $463K | Buy |
2,322
+47
| +2% | +$9.37K | 0.11% | 157 |
|
|
2017
Q2 | $441K | Hold |
2,275
| – | – | 0.09% | 210 |
|
|
2017
Q1 | $369K | Hold |
2,275
| – | – | 0.08% | 222 |
|
|
2016
Q4 | $349K | Hold |
2,275
| – | – | 0.07% | 228 |
|
|
2016
Q3 | $379K | Hold |
2,275
| – | – | 0.09% | 210 |
|
|
2016
Q2 | $376K | Sell |
2,275
-200
| -8% | -$33.1K | 0.09% | 211 |
|
|
2016
Q1 | $374K | Hold |
2,475
| – | – | 0.09% | 205 |
|
|
2015
Q4 | $353K | Hold |
2,475
| – | – | 0.08% | 213 |
|
|
2015
Q3 | $310K | Buy |
2,475
+200
| +9% | +$25.1K | 0.08% | 223 |
|
|
2015
Q2 | $264K | Hold |
2,275
| – | – | 0.07% | 256 |
|
|
2015
Q1 | $264K | Hold |
2,275
| – | – | 0.07% | 257 |
|
|
2014
Q4 | $223K | Buy |
+2,275
| New | +$223K | 0.06% | 286 |
|