Beacon Pointe Advisors’s Constellation Brands STZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.26M | Sell |
7,749
-1,459
| -16% | -$237K | 0.01% | 594 |
|
|
2025
Q1 | $1.69M | Sell |
9,208
-3,226
| -26% | -$592K | 0.02% | 500 |
|
|
2024
Q4 | $2.75M | Sell |
12,434
-1,508
| -11% | -$333K | 0.03% | 390 |
|
|
2024
Q3 | $3.59M | Sell |
13,942
-871
| -6% | -$224K | 0.04% | 352 |
|
|
2024
Q2 | $3.81M | Sell |
14,813
-724
| -5% | -$186K | 0.05% | 339 |
|
|
2024
Q1 | $4.22M | Sell |
15,537
-170
| -1% | -$46.2K | 0.05% | 329 |
|
|
2023
Q4 | $3.8M | Sell |
15,707
-615
| -4% | -$149K | 0.05% | 340 |
|
|
2023
Q3 | $4.1M | Buy |
16,322
+176
| +1% | +$44.2K | 0.05% | 315 |
|
|
2023
Q2 | $3.97M | Sell |
16,146
-2,660
| -14% | -$655K | 0.06% | 250 |
|
|
2023
Q1 | $4.25M | Buy |
18,806
+2,185
| +13% | +$494K | 0.07% | 244 |
|
|
2022
Q4 | $3.85M | Sell |
16,621
-122
| -0.7% | -$28.3K | 0.07% | 238 |
|
|
2022
Q3 | $3.85M | Buy |
16,743
+199
| +1% | +$45.7K | 0.09% | 201 |
|
|
2022
Q2 | $3.86M | Sell |
16,544
-7,779
| -32% | -$1.81M | 0.08% | 215 |
|
|
2022
Q1 | $5.6M | Buy |
24,323
+14,897
| +158% | +$3.43M | 0.08% | 233 |
|
|
2021
Q4 | $2.37M | Sell |
9,426
-727
| -7% | -$182K | 0.06% | 239 |
|
|
2021
Q3 | $2.14M | Buy |
10,153
+2,340
| +30% | +$493K | 0.05% | 275 |
|
|
2021
Q2 | $1.83M | Buy |
+7,813
| New | +$1.83M | 0.06% | 237 |
|