Concord Wealth Partners’s Constellation Brands STZ Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-200	Closed	-$27.6K	–	713
2025 Q4	$27.6K	Hold	200	–	–	﹤0.01%	400
2025 Q3	$26.9K	Sell	200 -210	-51%	-$33.4K	﹤0.01%	419
2025 Q2	$66.7K	Buy	410 +210	+105%	+$37.7K	0.01%	305
2025 Q1	$36.7K	Hold	200	–	–	0.01%	365
2024 Q4	$44.2K	Hold	200	–	–	0.01%	347
2024 Q3	$51.5K	Hold	200	–	–	0.01%	331
2024 Q2	$51.5K	Hold	200	–	–	0.01%	309
2024 Q1	$54.4K	Sell	200 -32	-14%	-$8.1K	0.01%	339
2023 Q4	$56.1K	Sell	232 -25	-10%	-$5.95K	0.01%	344
2023 Q3	$64.6K	Hold	257	–	–	0.01%	339
2023 Q2	$63.3K	Hold	257	–	–	0.01%	327
2023 Q1	$58.1K	Sell	257 -20	-7%	-$4.45K	0.02%	323
2022 Q4	$64.2K	Buy	+277	New	+$66.3K	0.02%	325
2022 Q3	–	Sell	-320	Closed	-$75K	–	1022
2022 Q2	$75K	Hold	320	–	–	0.02%	308
2022 Q1	$74K	Buy	320 +10	+3%	+$2.31K	0.02%	359
2021 Q4	$78K	Buy	310 +67	+28%	+$15.3K	0.02%	351
2021 Q3	$51K	Sell	243 -74	-23%	-$16.2K	0.02%	219
2021 Q2	$74K	Buy	317 +55	+21%	+$12.9K	0.02%	283
2021 Q1	$60K	Buy	262 +62	+31%	+$14K	0.02%	306
2020 Q4	$44K	Buy	+200	New	+$39.3K	0.03%	225