Welch Group’s Constellation Brands STZ Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-917	Closed	-$201K	–	274
2024 Q4	$201K	Hold	917	–	–	0.01%	252
2024 Q3	$236K	Hold	917	–	–	0.01%	236
2024 Q2	$236K	Hold	917	–	–	0.01%	223
2024 Q1	$249K	Hold	917	–	–	0.01%	193
2023 Q4	$222K	Sell	917 -1	-0.1%	-$242	0.01%	205
2023 Q3	$231K	Buy	918 +1	+0.1%	+$251	0.01%	184
2023 Q2	$226K	Sell	917 -91	-9%	-$22.4K	0.01%	189
2023 Q1	$228K	Hold	1,008	–	–	0.01%	185
2022 Q4	$234K	Hold	1,008	–	–	0.01%	187
2022 Q3	$232K	Hold	1,008	–	–	0.02%	157
2022 Q2	$235K	Sell	1,008 -33	-3%	-$7.69K	0.01%	175
2022 Q1	$240K	Hold	1,041	–	–	0.01%	188
2021 Q4	$261K	Hold	1,041	–	–	0.02%	182
2021 Q3	$219K	Hold	1,041	–	–	0.01%	174
2021 Q2	$244K	Hold	1,041	–	–	0.02%	163
2021 Q1	$237K	Buy	+1,041	New	+$237K	0.02%	165
2020 Q2	–	Sell	-891	Closed	-$128K	–	151
2020 Q1	$128K	Buy	891 +31	+4%	+$4.45K	0.01%	136
2019 Q4	$163K	Hold	860	–	–	0.02%	121
2019 Q3	$178K	Hold	860	–	–	0.02%	116
2019 Q2	$169K	Hold	860	–	–	0.02%	116
2019 Q1	$151K	Hold	860	–	–	0.02%	127
2018 Q4	$138K	Hold	860	–	–	0.02%	124
2018 Q3	$185	Hold	860	–	–	0.02%	124
2018 Q2	$188K	Hold	860	–	–	0.02%	114
2018 Q1	$196K	Hold	860	–	–	0.02%	108
2017 Q4	$197K	Hold	860	–	–	0.03%	102
2017 Q3	$172K	Sell	860 -25	-3%	-$5K	0.03%	100
2017 Q2	$171K	Buy	885 +25	+3%	+$4.83K	0.03%	124
2017 Q1	$139K	Hold	860	–	–	0.03%	108
2016 Q4	$132K	Hold	860	–	–	0.03%	121
2016 Q3	$143K	Hold	860	–	–	0.03%	108
2016 Q2	$142K	Sell	860 -25	-3%	-$4.13K	0.03%	96
2016 Q1	$134K	Hold	885	–	–	0.02%	129
2015 Q4	$126K	Hold	885	–	–	0.02%	134
2015 Q3	$111K	Hold	885	–	–	0.02%	143
2015 Q2	$103K	Hold	885	–	–	0.02%	138
2015 Q1	$103	Buy	+885	New	+$103	0.02%	140