Greystone Financial Group’s Constellation Brands STZ Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-2,455	Closed	-$633K	–	107
2024 Q3	$633K	Sell	2,455 -376	-13%	-$96.9K	0.11%	80
2024 Q2	$728K	Buy	2,831 +387	+16%	+$99.6K	0.14%	70
2024 Q1	$664K	Buy	+2,444	New	+$664K	0.13%	73