IAS
IMA Advisory Services’s Constellation Brands STZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12K | Hold |
74
| – | – | ﹤0.01% | 306 |
|
|
2025
Q1 | $13.6K | Buy |
+74
| New | +$13.6K | ﹤0.01% | 298 |
|
|
2024
Q4 | – | Sell |
-74
| Closed | -$19.1K | – | 266 |
|
|
2024
Q3 | $19.1K | Buy |
+74
| New | +$19.1K | ﹤0.01% | 224 |
|
|
2023
Q4 | – | Sell |
-74
| Closed | -$18.6K | – | 243 |
|
|
2023
Q3 | $18.6K | Hold |
74
| – | – | ﹤0.01% | 218 |
|
|
2023
Q2 | $18.2K | Hold |
74
| – | – | ﹤0.01% | 228 |
|
|
2023
Q1 | $16.7K | Hold |
74
| – | – | ﹤0.01% | 221 |
|
|
2022
Q4 | $17.2K | Hold |
74
| – | – | ﹤0.01% | 230 |
|
|
2022
Q3 | $17K | Sell |
74
-16
| -18% | -$3.68K | ﹤0.01% | 228 |
|
|
2022
Q2 | $21K | Hold |
90
| – | – | 0.01% | 224 |
|
|
2022
Q1 | $21K | Hold |
90
| – | – | ﹤0.01% | 205 |
|
|
2021
Q4 | $23K | Hold |
90
| – | – | 0.01% | 205 |
|
|
2021
Q3 | $19K | Hold |
90
| – | – | ﹤0.01% | 207 |
|
|
2021
Q2 | $21K | Hold |
90
| – | – | ﹤0.01% | 195 |
|
|
2021
Q1 | $21K | Sell |
90
-365
| -80% | -$85.2K | 0.01% | 197 |
|
|
2020
Q4 | $100K | Hold |
455
| – | – | 0.03% | 131 |
|
|
2020
Q3 | $86K | Sell |
455
-80
| -15% | -$15.1K | 0.03% | 140 |
|
|
2020
Q2 | $94K | Sell |
535
-176
| -25% | -$30.9K | 0.03% | 132 |
|
|
2020
Q1 | $102K | Sell |
711
-10,778
| -94% | -$1.55M | 0.04% | 124 |
|
|
2019
Q4 | $2.18M | Sell |
11,489
-685
| -6% | -$130K | 0.81% | 55 |
|
|
2019
Q3 | $2.52M | Sell |
12,174
-2,400
| -16% | -$497K | 0.95% | 45 |
|
|
2019
Q2 | $2.87M | Buy |
14,574
+796
| +6% | +$157K | 1.07% | 34 |
|
|
2019
Q1 | $2.42M | Buy |
13,778
+13,773
| +275,460% | +$2.42M | 0.94% | 46 |
|
|
2018
Q4 | $1K | Hold |
5
| – | – | ﹤0.01% | 321 |
|
|
2018
Q3 | $1K | Hold |
5
| – | – | ﹤0.01% | 332 |
|
|
2018
Q2 | $1K | Buy |
+5
| New | +$1K | ﹤0.01% | 457 |
|