IAA
Independent Advisor Alliance’s Constellation Brands STZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $261K | Sell |
1,603
-435
| -21% | -$70.8K | 0.01% | 760 |
|
|
2025
Q1 | $374K | Sell |
2,038
-929
| -31% | -$170K | 0.01% | 595 |
|
|
2024
Q4 | $656K | Sell |
2,967
-130
| -4% | -$28.7K | 0.01% | 859 |
|
|
2024
Q3 | $798K | Sell |
3,097
-76
| -2% | -$19.6K | 0.03% | 368 |
|
|
2024
Q2 | $816K | Buy |
3,173
+15
| +0.5% | +$3.86K | 0.03% | 365 |
|
|
2024
Q1 | $858K | Buy |
3,158
+350
| +12% | +$95.1K | 0.03% | 348 |
|
|
2023
Q4 | $679K | Sell |
2,808
-332
| -11% | -$80.3K | 0.02% | 372 |
|
|
2023
Q3 | $789K | Sell |
3,140
-150
| -5% | -$37.7K | 0.04% | 329 |
|
|
2023
Q2 | $810K | Sell |
3,290
-469
| -12% | -$115K | 0.04% | 331 |
|
|
2023
Q1 | $849K | Buy |
+3,759
| New | +$849K | 0.04% | 311 |
|
|
2022
Q4 | – | Sell |
-5,734
| Closed | -$1.32M | – | 610 |
|
|
2022
Q3 | $1.32M | Buy |
5,734
+36
| +0.6% | +$8.27K | 0.08% | 225 |
|
|
2022
Q2 | $1.33M | Buy |
5,698
+3,434
| +152% | +$800K | 0.07% | 217 |
|
|
2022
Q1 | $522K | Buy |
2,264
+1,122
| +98% | +$259K | 0.03% | 381 |
|
|
2021
Q4 | $287K | Sell |
1,142
-67
| -6% | -$16.8K | 0.01% | 536 |
|
|
2021
Q3 | $255K | Buy |
1,209
+76
| +7% | +$16K | 0.01% | 532 |
|
|
2021
Q2 | $265K | Sell |
1,133
-128
| -10% | -$29.9K | 0.01% | 531 |
|
|
2021
Q1 | $287K | Buy |
1,261
+309
| +32% | +$70.3K | 0.02% | 493 |
|
|
2020
Q4 | $209K | Sell |
952
-4,271
| -82% | -$938K | 0.01% | 503 |
|
|
2020
Q3 | $990K | Sell |
5,223
-5,181
| -50% | -$982K | 0.08% | 184 |
|
|
2020
Q2 | $1.82M | Buy |
10,404
+5,503
| +112% | +$963K | 0.19% | 102 |
|
|
2020
Q1 | $703K | Sell |
4,901
-5,770
| -54% | -$828K | 0.1% | 162 |
|
|
2019
Q4 | $2.02M | Sell |
10,671
-8,705
| -45% | -$1.65M | 0.09% | 235 |
|
|
2019
Q3 | $3.92M | Buy |
19,376
+98
| +0.5% | +$19.8K | 0.48% | 42 |
|
|
2019
Q2 | $2.67M | Buy |
19,278
+2,521
| +15% | +$349K | 0.39% | 59 |
|
|
2019
Q1 | $2.94M | Buy |
16,757
+2,046
| +14% | +$359K | 0.41% | 55 |
|
|
2018
Q4 | $2.42M | Sell |
14,711
-76
| -0.5% | -$12.5K | 0.43% | 50 |
|
|
2018
Q3 | $2.32M | Buy |
14,787
+1,825
| +14% | +$287K | 0.42% | 52 |
|
|
2018
Q2 | $2.09M | Buy |
12,962
+3,487
| +37% | +$563K | 0.44% | 52 |
|
|
2018
Q1 | $2.16M | Buy |
9,475
+22
| +0.2% | +$5.02K | 0.48% | 46 |
|
|
2017
Q4 | $2.05M | Buy |
9,453
+1,097
| +13% | +$238K | 0.46% | 53 |
|
|
2017
Q3 | $1.74M | Buy |
8,356
+61
| +0.7% | +$12.7K | 0.48% | 57 |
|
|
2017
Q2 | $1.61M | Buy |
8,295
+284
| +4% | +$55.1K | 0.51% | 57 |
|
|
2017
Q1 | $1.29M | Sell |
8,011
-756
| -9% | -$122K | 0.2% | 135 |
|
|
2016
Q4 | $1.32M | Buy |
+8,767
| New | +$1.32M | 0.56% | 62 |
|