Univest Financial’s Constellation Brands STZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,142
| Closed | -$252K | – | 287 |
|
|
2024
Q4 | $252K | Sell |
1,142
-575
| -33% | -$127K | 0.02% | 252 |
|
|
2024
Q3 | $442K | Buy |
+1,717
| New | +$442K | 0.03% | 204 |
|
|
2023
Q2 | – | Sell |
-13,248
| Closed | -$2.99M | – | 121 |
|
|
2023
Q1 | $2.99M | Buy |
13,248
+963
| +8% | +$218K | 0.93% | 43 |
|
|
2022
Q4 | $2.85M | Sell |
12,285
-1,019
| -8% | -$236K | 0.9% | 44 |
|
|
2022
Q3 | $3.06M | Sell |
13,304
-1,633
| -11% | -$375K | 1% | 35 |
|
|
2022
Q2 | $3.48M | Buy |
14,937
+129
| +0.9% | +$30.1K | 1.14% | 36 |
|
|
2022
Q1 | $3.41M | Sell |
14,808
-442
| -3% | -$102K | 0.96% | 43 |
|
|
2021
Q4 | $3.83M | Sell |
15,250
-43
| -0.3% | -$10.8K | 0.97% | 38 |
|
|
2021
Q3 | $3.22M | Buy |
15,293
+580
| +4% | +$122K | 0.9% | 42 |
|
|
2021
Q2 | $3.44M | Sell |
14,713
-1,066
| -7% | -$249K | 0.94% | 41 |
|
|
2021
Q1 | $3.6M | Sell |
15,779
-1,471
| -9% | -$335K | 1.01% | 41 |
|
|
2020
Q4 | $3.78M | Sell |
17,250
-596
| -3% | -$131K | 1.1% | 38 |
|
|
2020
Q3 | $3.38M | Sell |
17,846
-835
| -4% | -$158K | 1.07% | 41 |
|
|
2020
Q2 | $3.27M | Buy |
18,681
+918
| +5% | +$161K | 1.08% | 38 |
|
|
2020
Q1 | $2.55M | Buy |
+17,763
| New | +$2.55M | 1.01% | 37 |
|
|
2019
Q4 | – | Sell |
-17,552
| Closed | -$3.64M | – | 127 |
|
|
2019
Q3 | $3.64M | Buy |
17,552
+31
| +0.2% | +$6.43K | 1.17% | 35 |
|
|
2019
Q2 | $3.45M | Buy |
17,521
+211
| +1% | +$41.6K | 1.09% | 39 |
|
|
2019
Q1 | $3.04M | Buy |
17,310
+2,938
| +20% | +$515K | 0.99% | 41 |
|
|
2018
Q4 | $2.31M | Sell |
14,372
-2,617
| -15% | -$421K | 0.85% | 38 |
|
|
2018
Q3 | $3.66M | Sell |
16,989
-212
| -1% | -$45.7K | 1.12% | 35 |
|
|
2018
Q2 | $3.77M | Sell |
17,201
-717
| -4% | -$157K | 1.51% | 30 |
|
|
2018
Q1 | $4.08M | Buy |
17,918
+3,674
| +26% | +$837K | 1.77% | 26 |
|
|
2017
Q4 | $3.26M | Buy |
14,244
+162
| +1% | +$37K | 1.31% | 38 |
|
|
2017
Q3 | $2.81M | Sell |
14,082
-1,166
| -8% | -$233K | 1.19% | 42 |
|
|
2017
Q2 | $2.95M | Buy |
15,248
+535
| +4% | +$104K | 1.24% | 42 |
|
|
2017
Q1 | $2.39M | Buy |
+14,713
| New | +$2.39M | 1.04% | 49 |
|