WealthPLAN Partners’s Constellation Brands STZ Stock Holding History

WealthPLAN Partners’s Portfolio STZ Stock Details STZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.26M	Sell	7,768 -3,856	-33%	-$627K	0.2%	108
2025 Q1	$2.13M	Buy	11,624 +1,875	+19%	+$344K	0.3%	87
2024 Q4	$2.15M	Sell	9,749 -2,850	-23%	-$630K	0.31%	84
2024 Q3	$3.25M	Sell	12,599 -4,556	-27%	-$1.17M	0.44%	70
2024 Q2	$4.41M	Buy	17,155 +1,274	+8%	+$328K	0.47%	59
2024 Q1	$4.32M	Buy	15,881 +1,308	+9%	+$355K	0.45%	74
2023 Q4	$3.52M	Buy	14,573 +371	+3%	+$89.7K	0.36%	82
2023 Q3	$3.57M	Buy	14,202 +6,715	+90%	+$1.69M	0.41%	68
2023 Q2	$1.84M	Sell	7,487 -7,052	-49%	-$1.74M	0.26%	95
2023 Q1	$3.28M	Sell	14,539 -22,365	-61%	-$5.05M	0.37%	68
2022 Q4	$8.33M	Buy	+36,904	New	+$8.33M	0.58%	54
2022 Q1	$9.72M	Sell	39,488 -3,172	-7%	-$781K	0.67%	55
2021 Q4	$10.1M	Buy	42,660 +1,469	+4%	+$349K	0.67%	54
2021 Q3	$9.63M	Buy	41,191 +583	+1%	+$136K	0.64%	54
2021 Q2	$8.67M	Buy	40,608 +2,703	+7%	+$577K	0.61%	59
2021 Q1	$9.1M	Buy	37,905 +557	+1%	+$134K	0.71%	52
2020 Q4	$8.35M	Sell	37,348 -2,081	-5%	-$465K	0.71%	48
2020 Q3	$7.69M	Buy	39,429 +4,081	+12%	+$795K	0.75%	43
2020 Q2	$6.24M	Buy	35,348 +5,190	+17%	+$917K	0.65%	50
2020 Q1	$4.76M	Buy	30,158 +6,896	+30%	+$1.09M	0.62%	53
2019 Q4	$4.62M	Buy	23,262 +4,251	+22%	+$845K	0.55%	56
2019 Q3	$3.5M	Buy	19,011 +1,596	+9%	+$294K	0.48%	63
2019 Q2	$3.42M	Buy	17,415 +13,196	+313%	+$2.59M	0.52%	59
2019 Q1	$865K	Buy	+4,219	New	+$865K	0.14%	119
2018 Q3	–	Sell	-1,081	Closed	-$237K	–	283
2018 Q2	$237K	Sell	1,081 -106	-9%	-$23.2K	0.05%	221
2018 Q1	$270K	Buy	1,187 +52	+5%	+$11.8K	0.06%	221
2017 Q4	$259K	Buy	+1,135	New	+$259K	0.07%	175
2016 Q3	$65.1K	Sell	392 -51	-12%	-$8.47K	0.02%	294
2016 Q2	$64.8K	Buy	+443	New	+$64.8K	0.01%	791
2015 Q4	$48.5K	Buy	+340	New	+$48.5K	0.01%	631
2015 Q2	–	Sell	-340	Closed	-$41K	–	499
2015 Q1	$41K	Buy	+340	New	+$41K	0.02%	260