United Capital Financial Advisors’s Constellation Brands STZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $211K | Sell |
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|
2025
Q2 | $468K | Sell |
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|
2025
Q1 | $1.16M | Buy |
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|
2024
Q4 | $865K | Sell |
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|
2024
Q3 | $1.16M | Sell |
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|
2024
Q2 | $1.27M | Sell |
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|
2024
Q1 | $1.46M | Sell |
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|
2023
Q4 | $1.33M | Buy |
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|
2023
Q3 | $335K | Buy |
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|
2023
Q2 | $292K | Sell |
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|
2023
Q1 | $493K | Buy |
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|
2022
Q4 | $439K | Buy |
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|
2022
Q3 | $331K | Sell |
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|
2022
Q2 | $385K | Buy |
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|
2022
Q1 | $357K | Buy |
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|
2021
Q4 | $379K | Buy |
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|
2021
Q3 | $304K | Sell |
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|
2021
Q2 | $382K | Sell |
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|
2021
Q1 | $421K | Buy |
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|
2020
Q4 | $388K | Buy |
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|
2020
Q3 | $315K | Sell |
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|
2020
Q2 | $299K | Sell |
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|
2020
Q1 | $270K | Sell |
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|
2019
Q4 | $799K | Buy |
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|
2019
Q3 | $748K | Sell |
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|
2019
Q2 | $2.42M | Buy |
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|
2019
Q1 | $1.56M | Buy |
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|
2018
Q4 | $1.15M | Buy |
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|
2018
Q3 | $1.53M | Sell |
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|
2018
Q2 | $1.56M | Sell |
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|
2018
Q1 | $1.73M | Buy |
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|
2017
Q4 | $1.67M | Sell |
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|
2017
Q3 | $2.27M | Buy |
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|
2017
Q2 | $2.05M | Buy |
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|
2017
Q1 | $1.48M | Buy |
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|
2016
Q4 | $1.27M | Buy |
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|
2016
Q3 | $1.11M | Buy |
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|
2016
Q2 | $559K | Sell |
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|
2016
Q1 | $596K | Buy |
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|
2015
Q4 | $378K | Buy |
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|
2015
Q3 | $293K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $225K | Buy |
|