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Whipplewood Advisors’s Constellation Brands STZ Stock Holding History

Whipplewood Advisors’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 		$22.1K Buy
136
+76
+127% +$12.4K 0.01% 447
2025
Q1 		$25.5K Sell
60
-102
-63% -$43.4K 0.02% 412
2024
Q4 		$35.8K Buy
+162
New +$35.8K 0.02% 361