Baker Ellis 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
Q1
Sell
-1,376
Closed -$304K 227
2024
Q4
$304K Buy
1,376
+300
+28% +$66.3K 0.04% 179
2024
Q3
$277K Buy
+1,076
New +$277K 0.04% 192