Compass Planning Associates’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	–	Sell	-18	Closed	-$3.34K	–	131
2025 Q1	$3.34K	Hold	18	–	–	﹤0.01%	124
2024 Q4	$4.02K	Buy	+18	New	+$4.02K	﹤0.01%	125