McCarter Private Wealth Services’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	$747K	Buy	4,592 +1,583	+53%	+$258K	0.43%	52
2025 Q1	$552K	Sell	3,009 -3,992	-57%	-$733K	0.36%	56
2024 Q4	$1.55M	Buy	7,001 +219	+3%	+$48.4K	0.98%	29
2024 Q3	$1.75M	Buy	+6,782	New	+$1.75M	1.11%	27