Congress Wealth Management’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	$1.8M	Buy	11,054 +108	+1%	+$17.6K	0.02%	576
2025 Q1	$2.01M	Buy	10,946 +7,475	+215%	+$1.37M	0.02%	490
2024 Q4	$767K	Buy	3,471 +217	+7%	+$48K	0.01%	561
2024 Q3	$839K	Buy	+3,254	New	+$839K	0.01%	542