HWA
HCR Wealth Advisors’s Constellation Brands STZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.03M | Sell |
6,316
-357
| -5% | -$58.1K | 0.12% | 99 |
|
|
2025
Q1 | $1.22M | Sell |
6,673
-1,371
| -17% | -$252K | 0.16% | 90 |
|
|
2024
Q4 | $1.78M | Sell |
8,044
-707
| -8% | -$156K | 0.22% | 69 |
|
|
2024
Q3 | $2.26M | Buy |
8,751
+117
| +1% | +$30.2K | 0.3% | 55 |
|
|
2024
Q2 | $2.22M | Sell |
8,634
-30
| -0.3% | -$7.72K | 0.32% | 53 |
|
|
2024
Q1 | $2.35M | Sell |
8,664
-157
| -2% | -$42.7K | 0.36% | 49 |
|
|
2023
Q4 | $2.13M | Buy |
8,821
+2,682
| +44% | +$648K | 0.34% | 53 |
|
|
2023
Q3 | $1.54M | Sell |
6,139
-2,344
| -28% | -$589K | 0.34% | 57 |
|
|
2023
Q2 | $2.09M | Buy |
8,483
+188
| +2% | +$46.3K | 0.39% | 50 |
|
|
2023
Q1 | $1.87M | Buy |
8,295
+5
| +0.1% | +$1.13K | 0.37% | 56 |
|
|
2022
Q4 | $1.92M | Sell |
8,290
-356
| -4% | -$82.5K | 0.4% | 53 |
|
|
2022
Q3 | $1.99M | Sell |
8,646
-242
| -3% | -$55.6K | 0.42% | 49 |
|
|
2022
Q2 | $2.07M | Sell |
8,888
-246
| -3% | -$57.3K | 0.42% | 52 |
|
|
2022
Q1 | $2.1M | Sell |
9,134
-85
| -0.9% | -$19.6K | 0.34% | 62 |
|
|
2021
Q4 | $2.31M | Sell |
9,219
-5
| -0.1% | -$1.26K | 0.36% | 64 |
|
|
2021
Q3 | $1.94M | Buy |
9,224
+678
| +8% | +$143K | 0.32% | 69 |
|
|
2021
Q2 | $2M | Buy |
8,546
+567
| +7% | +$133K | 0.35% | 66 |
|
|
2021
Q1 | $1.82M | Sell |
7,979
-203
| -2% | -$46.3K | 0.36% | 63 |
|
|
2020
Q4 | $1.79M | Buy |
8,182
+488
| +6% | +$107K | 0.38% | 53 |
|
|
2020
Q3 | $1.45M | Buy |
7,694
+810
| +12% | +$152K | 0.33% | 59 |
|
|
2020
Q2 | $1.27M | Sell |
6,884
-411
| -6% | -$76K | 0.3% | 58 |
|
|
2020
Q1 | $1.05M | Buy |
7,295
+182
| +3% | +$26.1K | 0.3% | 61 |
|
|
2019
Q4 | $1.35M | Buy |
7,113
+72
| +1% | +$13.7K | 0.33% | 59 |
|
|
2019
Q3 | $1.45M | Buy |
7,041
+1,286
| +22% | +$265K | 0.48% | 48 |
|
|
2019
Q2 | $1.13M | Sell |
5,755
-432
| -7% | -$85K | 0.32% | 58 |
|
|
2019
Q1 | $993K | Buy |
6,187
+52
| +0.8% | +$8.35K | 0.29% | 74 |
|
|
2018
Q4 | $987K | Buy |
6,135
+121
| +2% | +$19.5K | 0.32% | 67 |
|
|
2018
Q3 | $1.29M | Buy |
6,014
+926
| +18% | +$199K | 0.42% | 57 |
|
|
2018
Q2 | $1.11M | Buy |
5,088
+80
| +2% | +$17.5K | 0.36% | 69 |
|
|
2018
Q1 | $1.14M | Buy |
5,008
+1,380
| +38% | +$314K | 0.4% | 61 |
|
|
2017
Q4 | $829K | Buy |
3,628
+261
| +8% | +$59.6K | 0.29% | 79 |
|
|
2017
Q3 | $672K | Buy |
3,367
+904
| +37% | +$180K | 0.28% | 86 |
|
|
2017
Q2 | $477K | Buy |
2,463
+91
| +4% | +$17.6K | 0.24% | 86 |
|
|
2017
Q1 | $384K | Sell |
2,372
-564
| -19% | -$91.3K | 0.2% | 101 |
|
|
2016
Q4 | $450K | Buy |
+2,936
| New | +$450K | 0.24% | 91 |
|