Rehmann Capital Advisory Group’s Constellation Brands STZ Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-1,494	Closed	-$243K	–	667
2025 Q2	$243K	Sell	1,494 -1,531	-51%	-$275K	0.01%	528
2025 Q1	$555K	Sell	3,025 -856	-22%	-$156K	0.04%	340
2024 Q4	$858K	Buy	3,881 +403	+12%	+$95.8K	0.05%	236
2024 Q3	$928K	Buy	+3,478	New	+$862K	0.06%	224
2019 Q3	$154K	Buy	744 +343	+86%	+$68.9K	0.02%	356
2019 Q2	$79K	Sell	401 -3	-0.7%	-$586	0.01%	688
2019 Q1	$70.8K	Sell	404 -306	-43%	-$51.5K	0.01%	701
2018 Q4	$114K	Sell	710 -92	-11%	-$18.3K	0.02%	370
2018 Q3	$173K	Sell	802 -7	-0.9%	-$1.49K	0.02%	435
2018 Q2	$177K	Buy	809 +79	+11%	+$17.8K	0.03%	410
2018 Q1	$166K	Sell	730 -938	-56%	-$207K	0.03%	422
2017 Q4	$381K	Buy	1,668 +7	+0.4%	+$1.51K	0.06%	238
2017 Q3	$331K	Buy	1,661 +176	+12%	+$34.8K	0.06%	243
2017 Q2	$288K	Buy	+1,485	New	+$264K	0.06%	261
2016 Q2	–	Sell	-1,585	Closed	-$239K	–	391
2016 Q1	$239K	Sell	1,585 -44	-3%	-$6.36K	0.05%	293
2015 Q4	$232K	Sell	1,629 -29	-2%	-$3.99K	0.05%	295
2015 Q3	$208K	Buy	+1,658	New	+$205K	0.05%	295