Philip James Wealth Mangement’s Constellation Brands STZ Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-923	Closed	-$204K	–	184
2024 Q4	$204K	Buy	923 +68	+8%	+$15K	0.03%	169
2024 Q3	$220K	Buy	855 +3	+0.4%	+$773	0.03%	151
2024 Q2	$219K	Sell	852 -3	-0.4%	-$772	0.15%	69
2024 Q1	$232K	Buy	+855	New	+$232K	0.16%	63