Beaumont Financial Advisors’s Constellation Brands STZ Stock Holding History

Beaumont Financial Advisors’s Portfolio STZ Stock Details STZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$315K	Buy	1,935 +34	+2%	+$5.53K	0.02%	285
2025 Q1	$349K	Buy	1,901 +2	+0.1%	+$367	0.03%	268
2024 Q4	$420K	Buy	1,899 +9	+0.5%	+$1.99K	0.03%	243
2024 Q3	$487K	Sell	1,890 -4	-0.2%	-$1.03K	0.04%	213
2024 Q2	$487K	Sell	1,894 -27	-1%	-$6.95K	0.04%	213
2024 Q1	$522K	Buy	1,921 +6	+0.3%	+$1.63K	0.04%	197
2023 Q4	$463K	Sell	1,915 -10	-0.5%	-$2.42K	0.04%	204
2023 Q3	$484K	Buy	1,925 +92	+5%	+$23.1K	0.05%	180
2023 Q2	$451K	Sell	1,833 -5	-0.3%	-$1.23K	0.04%	206
2023 Q1	$415K	Sell	1,838 -125	-6%	-$28.2K	0.04%	191
2022 Q4	$455K	Buy	1,963 +125	+7%	+$29K	0.05%	189
2022 Q3	$422K	Hold	1,838	–	–	0.04%	187
2022 Q2	$428K	Hold	1,838	–	–	0.04%	194
2022 Q1	$423K	Sell	1,838 -141	-7%	-$32.5K	0.03%	234
2021 Q4	$497K	Hold	1,979	–	–	0.04%	213
2021 Q3	$417K	Sell	1,979 -120	-6%	-$25.3K	0.03%	226
2021 Q2	$491K	Buy	2,099 +140	+7%	+$32.7K	0.04%	213
2021 Q1	$447K	Sell	1,959 -101	-5%	-$23K	0.04%	209
2020 Q4	$451K	Sell	2,060 -3	-0.1%	-$657	0.04%	210
2020 Q3	$391K	Buy	2,063 +10	+0.5%	+$1.9K	0.04%	223
2020 Q2	$359K	Sell	2,053 -75	-4%	-$13.1K	0.04%	212
2020 Q1	$305K	Sell	2,128 -14	-0.7%	-$2.01K	0.04%	184
2019 Q4	$406K	Sell	2,142 -29	-1%	-$5.5K	0.04%	200
2019 Q3	$450K	Hold	2,171	–	–	0.04%	179
2019 Q2	$428K	Buy	2,171 +37	+2%	+$7.29K	0.04%	163
2019 Q1	$374K	Buy	2,134 +625	+41%	+$110K	0.04%	172
2018 Q4	$243K	Sell	1,509 -1,450	-49%	-$233K	0.04%	175
2018 Q3	$638K	Buy	2,959 +80	+3%	+$17.2K	0.06%	130
2018 Q2	$630K	Hold	2,879	–	–	0.07%	117
2018 Q1	$656K	Buy	2,879 +879	+44%	+$200K	0.07%	117
2017 Q4	$457K	Hold	2,000	–	–	0.05%	125
2017 Q3	$399K	Hold	2,000	–	–	0.05%	127
2017 Q2	$387K	Sell	2,000 -61	-3%	-$11.8K	0.05%	132
2017 Q1	$334K	Hold	2,061	–	–	0.05%	144
2016 Q4	$316K	Buy	+2,061	New	+$316K	0.05%	120