Arkadios Wealth Advisors’s Brown-Forman Class B BF.B Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $641K | Buy |
23,808
+12,117
| +104% | +$326K | 0.02% | 743 |
|
|
2025
Q1 | $397K | Sell |
11,691
-1,357
| -10% | -$46.1K | 0.02% | 792 |
|
|
2024
Q4 | $496K | Buy |
13,048
+308
| +2% | +$11.7K | 0.03% | 545 |
|
|
2024
Q3 | $627K | Sell |
12,740
-432
| -3% | -$21.3K | 0.04% | 462 |
|
|
2024
Q2 | $569K | Buy |
13,172
+204
| +2% | +$8.81K | 0.04% | 429 |
|
|
2024
Q1 | $669K | Buy |
12,968
+55
| +0.4% | +$2.84K | 0.05% | 323 |
|
|
2023
Q4 | $737K | Buy |
12,913
+25
| +0.2% | +$1.43K | 0.06% | 278 |
|
|
2023
Q3 | $744K | Sell |
12,888
-200
| -2% | -$11.5K | 0.07% | 264 |
|
|
2023
Q2 | $874K | Hold |
13,088
| – | – | 0.1% | 205 |
|
|
2023
Q1 | $841K | Sell |
13,088
-100
| -0.8% | -$6.43K | 0.1% | 213 |
|
|
2022
Q4 | $866K | Hold |
13,188
| – | – | 0.11% | 189 |
|
|
2022
Q3 | $878K | Sell |
13,188
-1,500
| -10% | -$99.9K | 0.13% | 175 |
|
|
2022
Q2 | $1.03M | Sell |
14,688
-2
| -0% | -$140 | 0.15% | 171 |
|
|
2022
Q1 | $985K | Buy |
14,690
+2
| +0% | +$134 | 0.13% | 186 |
|
|
2021
Q4 | $1.07M | Buy |
14,688
+753
| +5% | +$54.9K | 0.14% | 165 |
|
|
2021
Q3 | $933K | Hold |
13,935
| – | – | 0.13% | 172 |
|
|
2021
Q2 | $1.04M | Hold |
13,935
| – | – | 0.13% | 189 |
|
|
2021
Q1 | $961K | Hold |
13,935
| – | – | 0.16% | 159 |
|
|
2020
Q4 | $1.11M | Hold |
13,935
| – | – | 0.23% | 108 |
|
|
2020
Q3 | $1.06M | Hold |
13,935
| – | – | 0.53% | 44 |
|
|
2020
Q2 | $923K | Hold |
13,935
| – | – | 0.51% | 39 |
|
|
2020
Q1 | $774K | Sell |
13,935
-17
| -0.1% | -$944 | 0.49% | 49 |
|
|
2019
Q4 | $994K | Buy |
+13,952
| New | +$994K | 0.6% | 40 |
|