Belpointe Asset Management’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 | $264K | Sell |
1,623
-71
| -4% | -$11.6K | 0.01% | 791 |
|
|
2025
Q1 | $311K | Sell |
1,694
-9,534
| -85% | -$1.75M | 0.02% | 715 |
|
|
2024
Q4 | $2.7M | Buy |
11,228
+1,002
| +10% | +$241K | 0.16% | 128 |
|
|
2024
Q3 | $2.64M | Sell |
10,226
-342
| -3% | -$88.1K | 0.16% | 127 |
|
|
2024
Q2 | $2.72M | Buy |
10,568
+3,300
| +45% | +$849K | 0.19% | 101 |
|
|
2024
Q1 | $1.98M | Buy |
7,268
+2,057
| +39% | +$559K | 0.15% | 129 |
|
|
2023
Q4 | $1.26M | Sell |
5,211
-684
| -12% | -$165K | 0.11% | 182 |
|
|
2023
Q3 | $1.48M | Buy |
5,895
+110
| +2% | +$27.7K | 0.15% | 132 |
|
|
2023
Q2 | $1.42M | Sell |
5,785
-1,013
| -15% | -$249K | 0.15% | 137 |
|
|
2023
Q1 | $1.54M | Sell |
6,798
-2,620
| -28% | -$592K | 0.08% | 251 |
|
|
2022
Q4 | $2.18M | Sell |
9,418
-106
| -1% | -$24.6K | 0.13% | 159 |
|
|
2022
Q3 | $2.19M | Sell |
9,524
-137
| -1% | -$31.5K | 0.15% | 140 |
|
|
2022
Q2 | $2.25M | Sell |
9,661
-346
| -3% | -$80.6K | 0.15% | 143 |
|
|
2022
Q1 | $2.31M | Sell |
10,007
-286
| -3% | -$65.9K | 0.14% | 151 |
|
|
2021
Q4 | $2.58M | Buy |
10,293
+1,534
| +18% | +$385K | 0.16% | 129 |
|
|
2021
Q3 | $1.85M | Sell |
8,759
-242
| -3% | -$51K | 0.13% | 170 |
|
|
2021
Q2 | $2.11M | Buy |
9,001
+564
| +7% | +$132K | 0.15% | 144 |
|
|
2021
Q1 | $1.92M | Sell |
8,437
-1,267
| -13% | -$289K | 0.16% | 136 |
|
|
2020
Q4 | $2.13M | Buy |
9,704
+3,385
| +54% | +$742K | 0.19% | 110 |
|
|
2020
Q3 | $1.2M | Buy |
6,319
+492
| +8% | +$93.2K | 0.13% | 170 |
|
|
2020
Q2 | $1.02M | Buy |
5,827
+588
| +11% | +$103K | 0.13% | 165 |
|
|
2020
Q1 | $751K | Buy |
5,239
+549
| +12% | +$78.7K | 0.13% | 184 |
|
|
2019
Q4 | $890K | Sell |
4,690
-908
| -16% | -$172K | 0.11% | 199 |
|
|
2019
Q3 | $1.16M | Sell |
5,598
-57
| -1% | -$11.8K | 0.19% | 124 |
|
|
2019
Q2 | $1.11M | Sell |
5,655
-133
| -2% | -$26.2K | 0.22% | 103 |
|
|
2019
Q1 | $1.02M | Buy |
5,788
+2,333
| +68% | +$409K | 0.2% | 82 |
|
|
2018
Q4 | $556K | Sell |
3,455
-1,209
| -26% | -$195K | 0.14% | 158 |
|
|
2018
Q3 | $1.01M | Buy |
+4,664
| New | +$1.01M | 0.16% | 124 |
|
|
2018
Q1 | – | Sell |
-1,850
| Closed | -$423K | – | 467 |
|
|
2017
Q4 | $423K | Buy |
+1,850
| New | +$423K | 0.09% | 268 |
|