Brown Financial 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	$375K	Sell	2,308 -26	-1%	-$4.23K	0.15%	130
2025 Q1	$428K	Buy	2,334 +399	+21%	+$73.2K	0.18%	120
2024 Q4	$428K	Buy	1,935 +321	+20%	+$70.9K	0.17%	114
2024 Q3	$416K	Sell	1,614 -1,147	-42%	-$296K	0.17%	120
2024 Q2	$710K	Buy	+2,761	New	+$710K	0.32%	101