TFA
Toth Financial Advisory’s Constellation Brands STZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.84M | Sell |
11,282
-3,913
| -26% | -$637K | 0.21% | 100 |
|
|
2025
Q1 | $2.79M | Sell |
15,195
-3,730
| -20% | -$685K | 0.34% | 87 |
|
|
2024
Q4 | $4.18M | Buy |
18,925
+165
| +0.9% | +$36.5K | 0.49% | 73 |
|
|
2024
Q3 | $4.83M | Buy |
18,760
+305
| +2% | +$78.6K | 0.57% | 64 |
|
|
2024
Q2 | $4.75M | Buy |
18,455
+1,009
| +6% | +$260K | 0.6% | 60 |
|
|
2024
Q1 | $4.74M | Buy |
17,446
+1,336
| +8% | +$363K | 0.59% | 62 |
|
|
2023
Q4 | $3.89M | Sell |
16,110
-127
| -0.8% | -$30.7K | 0.53% | 65 |
|
|
2023
Q3 | $4.08M | Buy |
16,237
+44
| +0.3% | +$11.1K | 0.62% | 60 |
|
|
2023
Q2 | $3.99M | Buy |
16,193
+99
| +0.6% | +$24.4K | 0.58% | 66 |
|
|
2023
Q1 | $3.64M | Sell |
16,094
-1,091
| -6% | -$246K | 0.57% | 66 |
|
|
2022
Q4 | $3.98M | Sell |
17,185
-20
| -0.1% | -$4.64K | 0.65% | 59 |
|
|
2022
Q3 | $3.95M | Buy |
17,205
+1,625
| +10% | +$373K | 0.72% | 56 |
|
|
2022
Q2 | $3.63M | Buy |
15,580
+2,040
| +15% | +$475K | 0.63% | 60 |
|
|
2022
Q1 | $3.12M | Sell |
13,540
-181
| -1% | -$41.7K | 0.47% | 71 |
|
|
2021
Q4 | $3.44M | Sell |
13,721
-653
| -5% | -$164K | 0.47% | 71 |
|
|
2021
Q3 | $3.03M | Sell |
14,374
-280
| -2% | -$59K | 0.46% | 70 |
|
|
2021
Q2 | $3.43M | Buy |
14,654
+388
| +3% | +$90.7K | 0.52% | 66 |
|
|
2021
Q1 | $3.25M | Buy |
14,266
+1,114
| +8% | +$254K | 0.52% | 66 |
|
|
2020
Q4 | $2.88M | Buy |
13,152
+2,469
| +23% | +$541K | 0.49% | 67 |
|
|
2020
Q3 | $2.02M | Buy |
10,683
+5,272
| +97% | +$999K | 0.39% | 72 |
|
|
2020
Q2 | $947K | Buy |
5,411
+343
| +7% | +$60K | 0.21% | 95 |
|
|
2020
Q1 | $726K | Buy |
5,068
+457
| +10% | +$65.5K | 0.21% | 90 |
|
|
2019
Q4 | $875K | Sell |
4,611
-1,307
| -22% | -$248K | 0.18% | 95 |
|
|
2019
Q3 | $1.23M | Buy |
5,918
+2,828
| +92% | +$586K | 0.27% | 76 |
|
|
2019
Q2 | $608K | Buy |
3,090
+1,614
| +109% | +$318K | 0.14% | 95 |
|
|
2019
Q1 | $259K | Sell |
1,476
-364
| -20% | -$63.9K | 0.06% | 144 |
|
|
2018
Q4 | $296K | Buy |
1,840
+982
| +114% | +$158K | 0.08% | 117 |
|
|
2018
Q3 | $185K | Buy |
858
+183
| +27% | +$39.5K | 0.04% | 157 |
|
|
2018
Q2 | $148K | Buy |
675
+632
| +1,470% | +$139K | 0.03% | 155 |
|
|
2018
Q1 | $10K | Buy |
43
+15
| +54% | +$3.49K | ﹤0.01% | 319 |
|
|
2017
Q4 | $6K | Buy |
+28
| New | +$6K | ﹤0.01% | 350 |
|