Mount Yale Investment Advisors’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	$53.5K	Buy	+329	New	+$53.5K	﹤0.01%	799
2018 Q4	–	Sell	-64	Closed	-$13K	–	712
2018 Q3	$13K	Hold	64	–	–	﹤0.01%	835
2018 Q2	$14K	Hold	64	–	–	﹤0.01%	845
2018 Q1	$15K	Buy	+64	New	+$15K	﹤0.01%	809