HWA
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HMV Wealth Advisors’s Constellation Brands STZ Stock Holding History

HMV Wealth Advisors’s Portfolio STZ Stock Details STZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-1,204
Closed -$221K – 89
2025
Q1 		$221K Sell
1,204
-1,012
-46% -$186K 0.18% 75
2024
Q4 		$490K Buy
+2,216
New +$490K 0.49% 52