Whelan Financial’s Constellation Brands STZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$611K Buy
3,754
+1,167
+45% +$190K 0.22% 37
2025
Q1
$475K Buy
+2,587
New +$475K 0.18% 36