Tempus Wealth Planning’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 Q1	–	Sell	-2,225	Closed	-$492K	–	268
2024 Q4	$492K	Buy	2,225 +406	+22%	+$96.5K	0.15%	147
2024 Q3	$469K	Buy	1,819 +93	+5%	+$23.1K	0.17%	128
2024 Q2	$444K	Buy	1,726 +60	+4%	+$15.4K	0.19%	120
2024 Q1	$453K	Sell	1,666 -6	-0.4%	-$1.52K	0.2%	120
2023 Q4	$404K	Sell	1,672 -123	-7%	-$29.3K	0.18%	122
2023 Q3	$451K	Sell	1,795 -23	-1%	-$6K	0.23%	94
2023 Q2	$447K	Buy	1,818 +67	+4%	+$15.7K	0.2%	111
2023 Q1	$396K	Buy	1,751 +41	+2%	+$9.12K	0.19%	111
2022 Q4	$396K	Sell	1,710 -101	-6%	-$24.2K	0.24%	111
2022 Q3	$416K	Sell	1,811 -264	-13%	-$64.3K	0.28%	100
2022 Q2	$484K	Sell	2,075 -196	-9%	-$47.7K	0.4%	73
2022 Q1	$523K	Sell	2,271 -334	-13%	-$77.1K	0.37%	77
2021 Q4	$654K	Buy	2,605 +63	+2%	+$14.4K	0.35%	78
2021 Q3	$536K	Buy	2,542 +198	+8%	+$43.2K	0.3%	85
2021 Q2	$548K	Buy	2,344 +267	+13%	+$62.7K	0.36%	80
2021 Q1	$474K	Buy	2,077 +211	+11%	+$47.5K	0.5%	52
2020 Q4	$409K	Sell	1,866 -5	-0.3%	-$983	0.53%	39
2020 Q3	$355K	Sell	1,871 -43	-2%	-$7.84K	0.51%	44
2020 Q2	$335K	Sell	1,914 -242	-11%	-$40.3K	0.5%	47
2020 Q1	$309K	Buy	2,156 +501	+30%	+$88.4K	0.51%	42
2019 Q4	$314K	Buy	+1,655	New	+$313K	0.28%	62