Winch Advisory Services’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	$8.51K	Hold	52	–	–	﹤0.01%	313
2025 Q1	$9.6K	Hold	52	–	–	﹤0.01%	285
2024 Q4	$11.6K	Hold	52	–	–	﹤0.01%	281
2024 Q3	$13.5K	Hold	52	–	–	﹤0.01%	245
2024 Q2	$13.5K	Hold	52	–	–	﹤0.01%	236
2024 Q1	$14.2K	Hold	52	–	–	﹤0.01%	232
2023 Q4	$12.7K	Hold	52	–	–	﹤0.01%	238
2023 Q3	$13K	Hold	52	–	–	﹤0.01%	235
2023 Q2	$13K	Hold	52	–	–	﹤0.01%	230
2023 Q1	$12K	Hold	52	–	–	﹤0.01%	232
2022 Q4	$12K	Hold	52	–	–	0.01%	226
2022 Q3	$12K	Hold	52	–	–	0.01%	210
2022 Q2	$12K	Hold	52	–	–	﹤0.01%	218
2022 Q1	$12K	Hold	52	–	–	﹤0.01%	240
2021 Q4	$13K	Hold	52	–	–	﹤0.01%	249
2021 Q3	$11K	Buy	+52	New	+$11K	﹤0.01%	265
2020 Q3	–	Sell	-8	Closed	-$1K	–	409
2020 Q2	$1K	Buy	+8	New	+$1K	﹤0.01%	367
2020 Q1	–	Sell	-70	Closed	-$13K	–	380
2019 Q4	$13K	Sell	70 -10	-13%	-$1.86K	0.01%	187
2019 Q3	$17K	Sell	80 -20	-20%	-$4.25K	0.01%	155
2019 Q2	$20K	Hold	100	–	–	0.01%	151
2019 Q1	$18K	Hold	100	–	–	0.01%	157
2018 Q4	$16K	Hold	100	–	–	0.01%	145
2018 Q3	$22K	Hold	100	–	–	0.01%	131
2018 Q2	$22K	Buy	100 +20	+25%	+$4.4K	0.01%	143
2018 Q1	$18K	Hold	80	–	–	0.01%	161
2017 Q4	$18K	Hold	80	–	–	0.01%	153
2017 Q3	$16K	Hold	80	–	–	0.01%	146
2017 Q2	$15K	Hold	80	–	–	0.01%	168
2017 Q1	$13K	Hold	80	–	–	0.01%	164
2016 Q4	$12K	Buy	80 +10	+14%	+$1.5K	0.01%	144
2016 Q3	$12K	Sell	70 -642	-90%	-$110K	0.01%	144
2016 Q2	$118K	Buy	712 +642	+917%	+$106K	0.14%	49
2016 Q1	$11K	Buy	+70	New	+$11K	0.02%	113