AssuredPartners 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	$253K	Sell	1,554 -20	-1%	-$3.25K	0.06%	207
2025 Q1	$289K	Sell	1,574 -574	-27%	-$105K	0.06%	274
2024 Q4	$475K	Buy	+2,148	New	+$475K	0.09%	204