United Capital 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 | $468K | Sell |
2,874
-3,455
| -55% | -$562K | ﹤0.01% | 795 |
|
|
2025
Q1 | $1.16M | Buy |
6,329
+2,414
| +62% | +$443K | 0.01% | 529 |
|
|
2024
Q4 | $865K | Sell |
3,915
-580
| -13% | -$128K | 0.01% | 583 |
|
|
2024
Q3 | $1.16M | Sell |
4,495
-447
| -9% | -$115K | 0.01% | 509 |
|
|
2024
Q2 | $1.27M | Sell |
4,942
-441
| -8% | -$113K | 0.01% | 478 |
|
|
2024
Q1 | $1.46M | Sell |
5,383
-111
| -2% | -$30.2K | 0.01% | 483 |
|
|
2023
Q4 | $1.33M | Buy |
5,494
+4,161
| +312% | +$1.01M | 0.01% | 494 |
|
|
2023
Q3 | $335K | Buy |
1,333
+148
| +12% | +$37.2K | ﹤0.01% | 711 |
|
|
2023
Q2 | $292K | Sell |
1,185
-998
| -46% | -$246K | ﹤0.01% | 775 |
|
|
2023
Q1 | $493K | Buy |
2,183
+289
| +15% | +$65.3K | ﹤0.01% | 721 |
|
|
2022
Q4 | $439K | Buy |
1,894
+452
| +31% | +$105K | ﹤0.01% | 782 |
|
|
2022
Q3 | $331K | Sell |
1,442
-212
| -13% | -$48.7K | ﹤0.01% | 879 |
|
|
2022
Q2 | $385K | Buy |
1,654
+102
| +7% | +$23.7K | ﹤0.01% | 869 |
|
|
2022
Q1 | $357K | Buy |
1,552
+44
| +3% | +$10.1K | ﹤0.01% | 936 |
|
|
2021
Q4 | $379K | Buy |
1,508
+67
| +5% | +$16.8K | ﹤0.01% | 941 |
|
|
2021
Q3 | $304K | Sell |
1,441
-193
| -12% | -$40.7K | ﹤0.01% | 998 |
|
|
2021
Q2 | $382K | Sell |
1,634
-211
| -11% | -$49.3K | ﹤0.01% | 952 |
|
|
2021
Q1 | $421K | Buy |
1,845
+73
| +4% | +$16.7K | ﹤0.01% | 893 |
|
|
2020
Q4 | $388K | Buy |
1,772
+108
| +6% | +$23.6K | ﹤0.01% | 916 |
|
|
2020
Q3 | $315K | Sell |
1,664
-45
| -3% | -$8.52K | ﹤0.01% | 943 |
|
|
2020
Q2 | $299K | Sell |
1,709
-173
| -9% | -$30.3K | ﹤0.01% | 998 |
|
|
2020
Q1 | $270K | Sell |
1,882
-2,329
| -55% | -$334K | ﹤0.01% | 993 |
|
|
2019
Q4 | $799K | Buy |
4,211
+604
| +17% | +$115K | 0.01% | 848 |
|
|
2019
Q3 | $748K | Sell |
3,607
-8,660
| -71% | -$1.8M | 0.01% | 825 |
|
|
2019
Q2 | $2.42M | Buy |
12,267
+3,361
| +38% | +$662K | 0.02% | 563 |
|
|
2019
Q1 | $1.56M | Buy |
8,906
+1,776
| +25% | +$311K | 0.01% | 651 |
|
|
2018
Q4 | $1.15M | Buy |
7,130
+22
| +0.3% | +$3.54K | 0.01% | 676 |
|
|
2018
Q3 | $1.53M | Sell |
7,108
-25
| -0.4% | -$5.39K | 0.01% | 666 |
|
|
2018
Q2 | $1.56M | Sell |
7,133
-689
| -9% | -$151K | 0.01% | 651 |
|
|
2018
Q1 | $1.73M | Buy |
7,822
+508
| +7% | +$112K | 0.01% | 634 |
|
|
2017
Q4 | $1.67M | Sell |
7,314
-4,061
| -36% | -$928K | 0.01% | 643 |
|
|
2017
Q3 | $2.27M | Buy |
11,375
+807
| +8% | +$161K | 0.02% | 545 |
|
|
2017
Q2 | $2.05M | Buy |
10,568
+1,455
| +16% | +$282K | 0.02% | 567 |
|
|
2017
Q1 | $1.48M | Buy |
9,113
+797
| +10% | +$129K | 0.01% | 639 |
|
|
2016
Q4 | $1.28M | Buy |
8,316
+1,617
| +24% | +$248K | 0.01% | 679 |
|
|
2016
Q3 | $1.12M | Buy |
6,699
+3,312
| +98% | +$551K | 0.01% | 744 |
|
|
2016
Q2 | $559K | Sell |
3,387
-483
| -12% | -$79.7K | 0.01% | 883 |
|
|
2016
Q1 | $596K | Buy |
3,870
+1,216
| +46% | +$187K | 0.01% | 827 |
|
|
2015
Q4 | $378K | Buy |
2,654
+314
| +13% | +$44.7K | ﹤0.01% | 958 |
|
|
2015
Q3 | $293K | Buy |
+2,340
| New | +$293K | ﹤0.01% | 1064 |
|
|
2015
Q2 | – | Sell |
-1,940
| Closed | -$225K | – | 1311 |
|
|
2015
Q1 | $225K | Buy |
+1,940
| New | +$225K | ﹤0.01% | 1149 |
|