Triangle Securities 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	-6,849	Closed	-$1.11M	–	206
2025 Q2	$1.11M	Sell	6,849 -261	-4%	-$46.8K	0.27%	91
2025 Q1	$1.3M	Sell	7,110 -612	-8%	-$111K	0.34%	80
2024 Q4	$1.71M	Sell	7,722 -129	-2%	-$30.6K	0.44%	65
2024 Q3	$2.02M	Buy	7,851 +131	+2%	+$32.5K	0.52%	57
2024 Q2	$1.99M	Sell	7,720 -54	-0.7%	-$13.9K	0.56%	59
2024 Q1	$2.11M	Sell	7,774 -19	-0.2%	-$4.81K	0.6%	53
2023 Q4	$1.88M	Buy	7,793 +36	+0.5%	+$8.56K	0.59%	57
2023 Q3	$1.95M	Sell	7,757 -15	-0.2%	-$3.92K	0.69%	42
2023 Q2	$1.91M	Sell	7,772 -231	-3%	-$54.1K	0.66%	47
2023 Q1	$1.81M	Sell	8,003 -21	-0.3%	-$4.67K	0.65%	50
2022 Q4	$1.86M	Sell	8,024 -47	-0.6%	-$11.2K	0.68%	47
2022 Q3	$1.85M	Sell	8,071 -60	-0.7%	-$14.6K	0.76%	41
2022 Q2	$1.9M	Buy	8,131 +1	+0%	+$243	0.74%	45
2022 Q1	$1.87M	Sell	8,130 -109	-1%	-$25.2K	0.63%	53
2021 Q4	$2.07M	Buy	8,239 +97	+1%	+$22.1K	0.65%	45
2021 Q3	$1.72M	Buy	8,142 +141	+2%	+$30.8K	0.58%	55
2021 Q2	$1.87M	Buy	8,001 +125	+2%	+$29.3K	0.63%	54
2021 Q1	$1.8M	Buy	7,876 +355	+5%	+$80K	0.65%	51
2020 Q4	$1.65M	Sell	7,521 -75	-1%	-$14.7K	0.65%	52
2020 Q3	$1.44M	Sell	7,596 -65	-0.8%	-$11.9K	0.65%	52
2020 Q2	$1.34M	Buy	7,661 +1,345	+21%	+$224K	0.64%	53
2020 Q1	$905K	Buy	6,316 +506	+9%	+$89.3K	0.52%	65
2019 Q4	$1.1M	Buy	5,810 +280	+5%	+$52.9K	0.48%	61
2019 Q3	$1.15M	Buy	5,530 +40	+0.7%	+$8.03K	0.56%	58
2019 Q2	$1.1M	Buy	5,490 +2,940	+115%	+$574K	0.56%	58
2019 Q1	$447K	Buy	+2,550	New	+$429K	0.23%	105