Bell Investment 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 | $13.8K | Buy |
85
+6
| +8% | +$976 | ﹤0.01% | 552 |
|
|
2025
Q1 | $14.5K | Sell |
79
-40
| -34% | -$7.34K | ﹤0.01% | 478 |
|
|
2024
Q4 | $26.3K | Sell |
119
-31
| -21% | -$6.85K | ﹤0.01% | 325 |
|
|
2024
Q3 | $38.7K | Sell |
150
-2
| -1% | -$515 | 0.01% | 265 |
|
|
2024
Q2 | $39.1K | Buy |
152
+16
| +12% | +$4.12K | 0.01% | 255 |
|
|
2024
Q1 | $37K | Sell |
136
-17
| -11% | -$4.62K | 0.01% | 256 |
|
|
2023
Q4 | $37K | Buy |
153
+11
| +8% | +$2.66K | 0.01% | 233 |
|
|
2023
Q3 | $35.7K | Sell |
142
-18
| -11% | -$4.52K | 0.01% | 214 |
|
|
2023
Q2 | $39.4K | Buy |
160
+13
| +9% | +$3.2K | 0.01% | 195 |
|
|
2023
Q1 | $33.2K | Sell |
147
-2
| -1% | -$452 | 0.01% | 218 |
|
|
2022
Q4 | $34.5K | Sell |
149
-13
| -8% | -$3.01K | 0.01% | 215 |
|
|
2022
Q3 | $37K | Buy |
162
+31
| +24% | +$7.08K | 0.01% | 173 |
|
|
2022
Q2 | $31K | Buy |
+131
| New | +$31K | 0.01% | 191 |
|
|
2021
Q4 | $33K | Sell |
133
-22
| -14% | -$5.46K | 0.01% | 210 |
|
|
2021
Q3 | $33K | Buy |
+155
| New | +$33K | 0.01% | 198 |
|