Essex Financial Services’s Constellation Brands STZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $635K | Buy |
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|
2025
Q1 | $663K | Sell |
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|
2024
Q4 | $954K | Buy |
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|
2024
Q3 | $1.02M | Sell |
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|
2024
Q2 | $1.09M | Buy |
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|
2024
Q1 | $930K | Sell |
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|
2023
Q4 | $842K | Sell |
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|
2023
Q3 | $904K | Buy |
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|
2023
Q2 | $860K | Sell |
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|
2023
Q1 | $832K | Buy |
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|
2022
Q4 | $853K | Sell |
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|
2022
Q3 | $855K | Buy |
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|
2022
Q2 | $860K | Buy |
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|
2022
Q1 | $838K | Buy |
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|
2021
Q4 | $913K | Sell |
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|
2021
Q3 | $813K | Sell |
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|
2021
Q2 | $892K | Hold |
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|
2021
Q1 | $892K | Buy |
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|
2020
Q4 | $857K | Buy |
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|
2020
Q3 | $544K | Buy |
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|
2020
Q2 | $481K | Sell |
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|
2020
Q1 | $439K | Sell |
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|
2019
Q4 | $658K | Sell |
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|
2019
Q3 | $834K | Buy |
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|
2019
Q2 | $789K | Buy |
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|
2019
Q1 | $674K | Buy |
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|
2018
Q4 | $443K | Sell |
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|
2018
Q3 | $668K | Buy |
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|
2018
Q2 | $590K | Buy |
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|
2018
Q1 | $557K | Buy |
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|
2017
Q4 | $512K | Sell |
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|
2017
Q3 | $463K | Buy |
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|
2017
Q2 | $441K | Hold |
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|
2017
Q1 | $369K | Hold |
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|
2016
Q4 | $349K | Hold |
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|
2016
Q3 | $379K | Hold |
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|
2016
Q2 | $376K | Sell |
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|
2016
Q1 | $374K | Hold |
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|
2015
Q4 | $353K | Hold |
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|
2015
Q3 | $310K | Buy |
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|
2015
Q2 | $264K | Hold |
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|
2015
Q1 | $264K | Hold |
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|
2014
Q4 | $223K | Buy |
|