Jones Financial Companies’s Constellation Brands STZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.22M | Buy |
13,773
+1,694
| +14% | +$273K | ﹤0.01% | 725 |
|
|
2025
Q1 | $2.22M | Buy |
12,079
+933
| +8% | +$171K | ﹤0.01% | 629 |
|
|
2024
Q4 | $2.46M | Buy |
11,146
+3,312
| +42% | +$732K | ﹤0.01% | 509 |
|
|
2024
Q3 | $2.02M | Buy |
7,834
+4,460
| +132% | +$1.15M | ﹤0.01% | 456 |
|
|
2024
Q2 | $868K | Buy |
3,374
+3,151
| +1,413% | +$811K | ﹤0.01% | 445 |
|
|
2024
Q1 | $60.7K | Buy |
223
+218
| +4,360% | +$59.3K | ﹤0.01% | 696 |
|
|
2023
Q4 | $1.21K | Buy |
5
+1
| +25% | +$242 | ﹤0.01% | 946 |
|
|
2023
Q3 | $1.01K | Buy |
+4
| New | +$1.01K | ﹤0.01% | 633 |
|
|
2023
Q2 | – | Sell |
-174
| Closed | -$39.3K | – | 591 |
|
|
2023
Q1 | $39.3K | Buy |
174
+79
| +83% | +$17.8K | ﹤0.01% | 370 |
|
|
2022
Q4 | $22K | Sell |
95
-108
| -53% | -$25K | ﹤0.01% | 417 |
|
|
2022
Q3 | $47K | Buy |
203
+116
| +133% | +$26.9K | ﹤0.01% | 334 |
|
|
2022
Q2 | $20K | Buy |
+87
| New | +$20K | ﹤0.01% | 408 |
|
|
2022
Q1 | – | Sell |
-6
| Closed | -$2K | – | 831 |
|
|
2021
Q4 | $2K | Hold |
6
| – | – | ﹤0.01% | 721 |
|
|
2021
Q3 | $1K | Sell |
6
-3
| -33% | -$500 | ﹤0.01% | 639 |
|
|
2021
Q2 | $2K | Sell |
9
-4
| -31% | -$889 | ﹤0.01% | 611 |
|
|
2021
Q1 | $3K | Sell |
13
-14
| -52% | -$3.23K | ﹤0.01% | 717 |
|
|
2020
Q4 | $6K | Buy |
+27
| New | +$6K | ﹤0.01% | 485 |
|