Sequoia Financial 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 | $473K | Buy |
2,907
+343
| +13% | +$55.8K | ﹤0.01% | 1011 |
|
|
2025
Q1 | $471K | Sell |
2,564
-3,051
| -54% | -$560K | ﹤0.01% | 869 |
|
|
2024
Q4 | $1.24M | Buy |
5,615
+654
| +13% | +$145K | 0.01% | 517 |
|
|
2024
Q3 | $1.28M | Buy |
4,961
+573
| +13% | +$148K | 0.01% | 475 |
|
|
2024
Q2 | $1.13M | Buy |
4,388
+689
| +19% | +$177K | 0.01% | 457 |
|
|
2024
Q1 | $1.01M | Sell |
3,699
-5,912
| -62% | -$1.61M | 0.01% | 475 |
|
|
2023
Q4 | $2.32M | Buy |
9,611
+6,733
| +234% | +$1.63M | 0.03% | 326 |
|
|
2023
Q3 | $723K | Buy |
2,878
+20
| +0.7% | +$5.03K | 0.01% | 413 |
|
|
2023
Q2 | $703K | Buy |
2,858
+900
| +46% | +$222K | 0.01% | 425 |
|
|
2023
Q1 | $442K | Sell |
1,958
-1,768
| -47% | -$399K | 0.01% | 500 |
|
|
2022
Q4 | $864K | Buy |
3,726
+2,214
| +146% | +$513K | 0.02% | 320 |
|
|
2022
Q3 | $347K | Buy |
1,512
+51
| +3% | +$11.7K | 0.01% | 354 |
|
|
2022
Q2 | $341K | Sell |
1,461
-1,688
| -54% | -$394K | 0.01% | 405 |
|
|
2022
Q1 | $725K | Buy |
3,149
+471
| +18% | +$108K | 0.02% | 291 |
|
|
2021
Q4 | $672K | Buy |
2,678
+58
| +2% | +$14.6K | 0.02% | 277 |
|
|
2021
Q3 | $552K | Sell |
2,620
-459
| -15% | -$96.7K | 0.06% | 143 |
|
|
2021
Q2 | $720K | Buy |
3,079
+54
| +2% | +$12.6K | 0.03% | 236 |
|
|
2021
Q1 | $690K | Sell |
3,025
-11
| -0.4% | -$2.51K | 0.03% | 220 |
|
|
2020
Q4 | $665K | Buy |
+3,036
| New | +$665K | 0.03% | 215 |
|
|
2020
Q1 | – | Sell |
-1,116
| Closed | -$212K | – | 403 |
|
|
2019
Q4 | $212K | Sell |
1,116
-225
| -17% | -$42.7K | 0.01% | 356 |
|
|
2019
Q3 | $278K | Buy |
1,341
+148
| +12% | +$30.7K | 0.02% | 288 |
|
|
2019
Q2 | $235K | Sell |
1,193
-75
| -6% | -$14.8K | 0.02% | 320 |
|
|
2019
Q1 | $222K | Buy |
+1,268
| New | +$222K | 0.02% | 328 |
|