Ascent Wealth Partners’s Constellation Brands STZ Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-5,423	Closed	-$1.4M	–	169
2024 Q3	$1.4M	Sell	5,423 -246	-4%	-$63.4K	0.19%	94
2024 Q2	$1.46M	Buy	5,669 +70	+1%	+$18K	0.21%	92
2024 Q1	$1.47M	Buy	5,599 +1,621	+41%	+$426K	0.22%	88
2023 Q4	$962K	Buy	+3,978	New	+$962K	0.16%	102