TriaGen 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 Q1	–	Sell	-7,008	Closed	-$1.55M	–	190
2024 Q4	$1.55M	Sell	7,008 -14	-0.2%	-$3.33K	0.52%	55
2024 Q3	$1.81M	Sell	7,022 -36	-0.5%	-$8.92K	0.61%	47
2024 Q2	$1.82M	Sell	7,058 -16	-0.2%	-$4.12K	0.7%	44
2024 Q1	$1.92M	Buy	+7,074	New	+$1.79M	0.8%	39
2023 Q1	–	Sell	-14,636	Closed	-$3.39M	–	183
2022 Q4	$3.39M	Sell	14,636 -116	-0.8%	-$27.8K	1.88%	10
2022 Q3	$3.39M	Buy	14,752 +7,884	+115%	+$1.92M	1.87%	12
2022 Q2	$1.6M	Sell	6,868 -84	-1%	-$20.4K	1.14%	26
2022 Q1	$1.6M	Sell	6,952 -933	-12%	-$215K	0.83%	45
2021 Q4	$1.98M	Sell	7,885 -7,894	-50%	-$1.8M	0.98%	32
2021 Q3	$3.32M	Sell	15,779 -110	-0.7%	-$24K	1.81%	8
2021 Q2	$3.56M	Buy	+15,889	New	+$3.73M	1.84%	8