GIA
GHP Investment Advisors’s Constellation Brands STZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.77M | Sell |
17,053
-4,378
| -20% | -$712K | 0.12% | 195 |
|
|
2025
Q1 | $3.93M | Sell |
21,431
-10,376
| -33% | -$1.9M | 0.19% | 162 |
|
|
2024
Q4 | $7.03M | Sell |
31,807
-1,827
| -5% | -$404K | 0.33% | 112 |
|
|
2024
Q3 | $8.67M | Buy |
33,634
+423
| +1% | +$109K | 0.4% | 90 |
|
|
2024
Q2 | $8.54M | Buy |
33,211
+586
| +2% | +$151K | 0.43% | 82 |
|
|
2024
Q1 | $8.87M | Buy |
32,625
+1,776
| +6% | +$483K | 0.44% | 76 |
|
|
2023
Q4 | $7.46M | Buy |
30,849
+1,815
| +6% | +$439K | 0.4% | 86 |
|
|
2023
Q3 | $6.73M | Buy |
29,034
+1,215
| +4% | +$282K | 0.41% | 88 |
|
|
2023
Q2 | $7.45M | Buy |
27,819
+4,323
| +18% | +$1.16M | 0.43% | 80 |
|
|
2023
Q1 | $5.31M | Sell |
23,496
-118
| -0.5% | -$26.7K | 0.34% | 109 |
|
|
2022
Q4 | $5.47M | Buy |
23,614
+712
| +3% | +$165K | 0.37% | 106 |
|
|
2022
Q3 | $5.26M | Buy |
22,902
+3,501
| +18% | +$804K | 0.4% | 89 |
|
|
2022
Q2 | $4.52M | Buy |
19,401
+3,739
| +24% | +$871K | 0.34% | 115 |
|
|
2022
Q1 | $3.61M | Buy |
15,662
+2,893
| +23% | +$666K | 0.24% | 143 |
|
|
2021
Q4 | $3.21M | Buy |
+12,769
| New | +$3.21M | 0.23% | 146 |
|