Shelter Insurance Retirement Plan’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	$862K	Hold	5,300	–	–	1.01%	8
2025 Q1	$973K	Hold	5,300	–	–	1.26%	7
2024 Q4	$1.17M	Hold	5,300	–	–	1.5%	6
2024 Q3	$1.24M	Hold	5,300	–	–	1.53%	6
2024 Q2	$1.36M	Hold	5,300	–	–	1.82%	6
2024 Q1	$1.44M	Hold	5,300	–	–	1.97%	6
2023 Q4	$1.28M	Hold	5,300	–	–	1.25%	6
2023 Q3	$1.33M	Hold	5,300	–	–	1.29%	5
2023 Q2	$1.3M	Hold	5,300	–	–	1.22%	6
2023 Q1	$1.2M	Hold	5,300	–	–	1.08%	6
2022 Q4	$1.23M	Hold	5,300	–	–	1.08%	5
2022 Q3	$1.22M	Hold	5,300	–	–	0.88%	4
2022 Q2	$1.24M	Hold	5,300	–	–	0.82%	4
2022 Q1	$1.22M	Hold	5,300	–	–	0.69%	6
2021 Q4	$1.33M	Hold	5,300	–	–	0.71%	6
2021 Q3	$1.12M	Hold	5,300	–	–	0.63%	6
2021 Q2	$1.24M	Hold	5,300	–	–	0.71%	6
2021 Q1	$1.21M	Hold	5,300	–	–	0.62%	5
2020 Q4	$1.16M	Hold	5,300	–	–	0.58%	5
2020 Q3	$1M	Hold	5,300	–	–	0.53%	6
2020 Q2	$927K	Buy	+5,300	New	+$927K	0.51%	5