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Clio Asset Management’s Constellation Brands STZ Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$163K Hold
1,000
0.13% 15
2025
Q1
$184K Sell
1,000
-1,000
-50% -$184K 0.15% 14
2024
Q4
$442K Buy
+2,000
New +$442K 0.33% 15