Smith Salley Wealth Management’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	-71,830	Closed	-$11.7M	–	270
2025 Q2	$11.7M	Buy	71,830 +3,012	+4%	+$540K	0.68%	44
2025 Q1	$12.6M	Sell	68,818 -2,459	-3%	-$447K	0.83%	40
2024 Q4	$15.8M	Buy	71,277 +1,270	+2%	+$302K	1.01%	34
2024 Q3	$18M	Buy	70,007 +5,126	+8%	+$1.27M	1.18%	31
2024 Q2	$16.7M	Buy	64,881 +3,997	+7%	+$1.03M	1.2%	30
2024 Q1	$16.5M	Sell	60,884 -17,591	-22%	-$4.45M	1.28%	29
2023 Q4	$19M	Buy	78,475 +2,575	+3%	+$612K	1.23%	31
2023 Q3	$19.1M	Buy	75,900 +3,073	+4%	+$802K	1.42%	23
2023 Q2	$17.9M	Buy	72,827 +677	+0.9%	+$158K	1.32%	27
2023 Q1	$16.3M	Buy	72,150 +1,392	+2%	+$310K	1.3%	27
2022 Q4	$16.4M	Sell	70,758 -107	-0.2%	-$25.6K	1.4%	25
2022 Q3	$16.3M	Buy	70,865 +361	+0.5%	+$88K	1.51%	20
2022 Q2	$16.4M	Buy	70,504 +2,416	+4%	+$588K	1.42%	23
2022 Q1	$15.7M	Buy	68,088 +689	+1%	+$159K	1.18%	33
2021 Q4	$16.9M	Buy	67,399 +690	+1%	+$157K	1.2%	33
2021 Q3	$14.1M	Buy	66,709 +1,416	+2%	+$309K	1.11%	34
2021 Q2	$15.3M	Buy	65,293 +1,531	+2%	+$359K	1.24%	30
2021 Q1	$14.5M	Buy	63,762 +2,655	+4%	+$598K	1.3%	27
2020 Q4	$13.4M	Buy	61,107 +4,397	+8%	+$864K	1.36%	26
2020 Q3	$10.7M	Buy	56,710 +695	+1%	+$127K	1.3%	26
2020 Q2	$9.8M	Buy	56,015 +8,194	+17%	+$1.36M	1.31%	30
2020 Q1	$6.86M	Buy	47,821 +8,936	+23%	+$1.58M	1.14%	34
2019 Q4	$7.38M	Buy	38,885 +355	+0.9%	+$67K	0.97%	37
2019 Q3	$7.99M	Buy	38,530 +1,701	+5%	+$342K	1.13%	34
2019 Q2	$7.25M	Buy	36,829 +1,626	+5%	+$317K	1.09%	37
2019 Q1	$6.17M	Buy	+35,203	New	+$5.93M	0.99%	38