IWM
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Iams Wealth Management’s Constellation Brands STZ Stock Holding History

Iams Wealth Management’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 		$349K Sell
2,143
-116
-5% -$18.9K 0.16% 134
2025
Q1 		$415K Buy
2,259
+761
+51% +$140K 0.19% 118
2024
Q4 		$331K Buy
1,498
+515
+52% +$114K 0.15% 130
2024
Q3 		$253K Buy
+983
New +$253K 0.12% 133