Appleton Partners’s Brown-Forman Class A BF.A Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2014
Q2
Sell
-25,000
Closed -$889K 176
2014
Q1
$889K Sell
25,000
-4,813
-16% -$171K 0.21% 92
2013
Q4
$880K Hold
29,813
0.21% 88
2013
Q3
$789K Buy
+29,813
New +$789K 0.21% 86