Beacon Financial Group’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	-929	Closed	-$205K	–	343
2024 Q4	$205K	Sell	929 -10	-1%	-$2.21K	0.02%	318
2024 Q3	$242K	Buy	939 +39	+4%	+$10.1K	0.03%	299
2024 Q2	$232K	Buy	+900	New	+$232K	0.03%	298