JFS Wealth Advisors’s Constellation Brands STZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.6K | Sell |
71
-17
| -19% | -$2.77K | ﹤0.01% | 821 |
|
|
2025
Q1 | $16.2K | Sell |
88
-45
| -34% | -$8.26K | ﹤0.01% | 727 |
|
|
2024
Q4 | $29.4K | Buy |
133
+31
| +30% | +$6.85K | ﹤0.01% | 550 |
|
|
2024
Q3 | $26.3K | Buy |
102
+3
| +3% | +$773 | ﹤0.01% | 586 |
|
|
2024
Q2 | $25.5K | Sell |
99
-62
| -39% | -$16K | ﹤0.01% | 553 |
|
|
2024
Q1 | $43.8K | Buy |
161
+74
| +85% | +$20.1K | ﹤0.01% | 451 |
|
|
2023
Q4 | $21K | Sell |
87
-3
| -3% | -$725 | ﹤0.01% | 573 |
|
|
2023
Q3 | $22.6K | Buy |
90
+11
| +14% | +$2.77K | ﹤0.01% | 513 |
|
|
2023
Q2 | $19.4K | Sell |
79
-3
| -4% | -$738 | ﹤0.01% | 557 |
|
|
2023
Q1 | $18.5K | Sell |
82
-21
| -20% | -$4.74K | ﹤0.01% | 556 |
|
|
2022
Q4 | $23.9K | Sell |
103
-7
| -6% | -$1.62K | ﹤0.01% | 490 |
|
|
2022
Q3 | $25K | Buy |
110
+6
| +6% | +$1.36K | ﹤0.01% | 523 |
|
|
2022
Q2 | $24K | Buy |
104
+6
| +6% | +$1.39K | ﹤0.01% | 552 |
|
|
2022
Q1 | $23K | Buy |
98
+23
| +31% | +$5.4K | ﹤0.01% | 570 |
|
|
2021
Q4 | $19K | Buy |
75
+16
| +27% | +$4.05K | ﹤0.01% | 579 |
|
|
2021
Q3 | $12K | Hold |
59
| – | – | ﹤0.01% | 620 |
|
|
2021
Q2 | $14K | Hold |
59
| – | – | ﹤0.01% | 411 |
|
|
2021
Q1 | $13K | Hold |
59
| – | – | ﹤0.01% | 395 |
|
|
2020
Q4 | $13K | Hold |
59
| – | – | ﹤0.01% | 392 |
|
|
2020
Q3 | $11K | Hold |
59
| – | – | ﹤0.01% | 393 |
|
|
2020
Q2 | $10K | Hold |
59
| – | – | ﹤0.01% | 384 |
|
|
2020
Q1 | $8K | Hold |
59
| – | – | ﹤0.01% | 361 |
|
|
2019
Q4 | $11K | Hold |
59
| – | – | ﹤0.01% | 366 |
|
|
2019
Q3 | $12K | Hold |
59
| – | – | ﹤0.01% | 360 |
|
|
2019
Q2 | $12K | Hold |
59
| – | – | ﹤0.01% | 355 |
|
|
2019
Q1 | $10K | Buy |
+59
| New | +$10K | ﹤0.01% | 358 |
|
|
2018
Q2 | – | Sell |
-13
| Closed | -$3K | – | 537 |
|
|
2018
Q1 | $3K | Hold |
13
| – | – | ﹤0.01% | 462 |
|
|
2017
Q4 | $3K | Buy |
+13
| New | +$3K | ﹤0.01% | 471 |
|