SEIA
Signature Estate & Investment Advisors’s Constellation Brands STZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-33,284
| Closed | -$6.11M | – | 595 |
|
|
2025
Q1 | $6.11M | Buy |
33,284
+24,538
| +281% | +$4.5M | 0.16% | 69 |
|
|
2024
Q4 | $1.93M | Buy |
8,746
+471
| +6% | +$104K | 0.05% | 134 |
|
|
2024
Q3 | $2.13M | Buy |
+8,275
| New | +$2.13M | 0.05% | 121 |
|
|
2017
Q3 | – | Sell |
-569
| Closed | -$110K | – | 154 |
|
|
2017
Q2 | $110K | Sell |
569
-1,032
| -64% | -$200K | 0.01% | 139 |
|
|
2017
Q1 | $259K | Sell |
1,601
-89,398
| -98% | -$14.5M | 0.03% | 130 |
|
|
2016
Q4 | $14M | Buy |
90,999
+1,532
| +2% | +$235K | 1.94% | 19 |
|
|
2016
Q3 | $14.9M | Sell |
89,467
-432
| -0.5% | -$71.9K | 2.18% | 11 |
|
|
2016
Q2 | $14.9M | Buy |
89,899
+1,019
| +1% | +$169K | 2.38% | 10 |
|
|
2016
Q1 | $13.4M | Buy |
88,880
+6,259
| +8% | +$946K | 2.2% | 13 |
|
|
2015
Q4 | $11.8M | Buy |
+82,621
| New | +$11.8M | 2.03% | 23 |
|