JIP
Jaffetilchin Investment Partners’s Constellation Brands STZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,618
| Closed | -$358K | – | 441 |
|
|
2024
Q4 | $358K | Sell |
1,618
-18
| -1% | -$3.98K | 0.03% | 279 |
|
|
2024
Q3 | $422K | Buy |
1,636
+4
| +0.2% | +$1.03K | 0.03% | 247 |
|
|
2024
Q2 | $420K | Buy |
1,632
+3
| +0.2% | +$772 | 0.04% | 238 |
|
|
2024
Q1 | $443K | Sell |
1,629
-59
| -3% | -$16K | 0.04% | 230 |
|
|
2023
Q4 | $408K | Sell |
1,688
-52
| -3% | -$12.6K | 0.04% | 241 |
|
|
2023
Q3 | $437K | Sell |
1,740
-37
| -2% | -$9.3K | 0.05% | 215 |
|
|
2023
Q2 | $437K | Sell |
1,777
-22
| -1% | -$5.42K | 0.05% | 220 |
|
|
2023
Q1 | $406K | Buy |
1,799
+1
| +0.1% | +$226 | 0.05% | 238 |
|
|
2022
Q4 | $417K | Sell |
1,798
-77
| -4% | -$17.8K | 0.05% | 222 |
|
|
2022
Q3 | $431K | Sell |
1,875
-16
| -0.8% | -$3.68K | 0.06% | 193 |
|
|
2022
Q2 | $441K | Sell |
1,891
-82
| -4% | -$19.1K | 0.05% | 196 |
|
|
2022
Q1 | $484K | Sell |
1,973
-323
| -14% | -$79.2K | 0.06% | 187 |
|
|
2021
Q4 | $576K | Sell |
2,296
-97
| -4% | -$24.3K | 0.05% | 196 |
|
|
2021
Q3 | $504K | Sell |
2,393
-3,358
| -58% | -$707K | 0.05% | 202 |
|
|
2021
Q2 | $1.35M | Buy |
5,751
+2,695
| +88% | +$630K | 0.09% | 150 |
|
|
2021
Q1 | $697K | Buy |
3,056
+831
| +37% | +$190K | 0.08% | 166 |
|
|
2020
Q4 | $487K | Buy |
+2,225
| New | +$487K | 0.07% | 164 |
|
|
2018
Q4 | – | Sell |
-942
| Closed | -$203K | – | 345 |
|
|
2018
Q3 | $203K | Sell |
942
-1,747
| -65% | -$376K | 0.04% | 288 |
|
|
2018
Q2 | $589K | Sell |
2,689
-809
| -23% | -$177K | 0.13% | 137 |
|
|
2018
Q1 | $797K | Sell |
3,498
-76
| -2% | -$17.3K | 0.18% | 99 |
|
|
2017
Q4 | $817K | Sell |
3,574
-220
| -6% | -$50.3K | 0.27% | 74 |
|
|
2017
Q3 | $757K | Buy |
+3,794
| New | +$757K | 0.18% | 98 |
|
|
2016
Q4 | – | Sell |
-4,362
| Closed | -$726K | – | 297 |
|
|
2016
Q3 | $726K | Hold |
4,362
| – | – | 0.23% | 68 |
|
|
2016
Q2 | $721K | Sell |
4,362
-103
| -2% | -$17K | 0.22% | 67 |
|
|
2016
Q1 | $675K | Sell |
4,465
-3,952
| -47% | -$597K | 0.21% | 53 |
|
|
2015
Q4 | $1.2M | Buy |
8,417
+5,744
| +215% | +$818K | 0.39% | 42 |
|
|
2015
Q3 | $335K | Buy |
+2,673
| New | +$335K | 0.12% | 123 |
|
|
2014
Q4 | – | Sell |
-4,717
| Closed | -$411K | – | 242 |
|
|
2014
Q3 | $411K | Buy |
4,717
+111
| +2% | +$9.67K | 0.15% | 107 |
|
|
2014
Q2 | $406K | Sell |
4,606
-8,186
| -64% | -$722K | 0.14% | 109 |
|
|
2014
Q1 | $1.09M | Buy |
+12,792
| New | +$1.09M | 0.42% | 38 |
|