Atria Wealth Solutions’s Brown-Forman Class B BF.B Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $655K | Buy |
24,130
+450
| +2% | +$12.2K | 0.01% | 808 |
|
|
2025
Q1 | $809K | Buy |
23,680
+4,595
| +24% | +$157K | 0.01% | 959 |
|
|
2024
Q4 | $729K | Sell |
19,085
-644
| -3% | -$24.6K | 0.01% | 1044 |
|
|
2024
Q3 | $975K | Buy |
19,729
+1,469
| +8% | +$72.6K | 0.01% | 917 |
|
|
2024
Q2 | $792K | Buy |
18,260
+4,352
| +31% | +$189K | 0.01% | 996 |
|
|
2024
Q1 | $721K | Buy |
13,908
+8,110
| +140% | +$420K | 0.01% | 1059 |
|
|
2023
Q4 | $332K | Sell |
5,798
-190
| -3% | -$10.9K | ﹤0.01% | 1417 |
|
|
2023
Q3 | $347K | Buy |
5,988
+389
| +7% | +$22.5K | ﹤0.01% | 1316 |
|
|
2023
Q2 | $375K | Buy |
5,599
+916
| +20% | +$61.4K | 0.01% | 1304 |
|
|
2023
Q1 | $302K | Buy |
4,683
+45
| +1% | +$2.9K | ﹤0.01% | 1402 |
|
|
2022
Q4 | $306K | Buy |
4,638
+140
| +3% | +$9.22K | ﹤0.01% | 1343 |
|
|
2022
Q3 | $300K | Buy |
4,498
+942
| +26% | +$62.9K | 0.01% | 1290 |
|
|
2022
Q2 | $250K | Buy |
+3,556
| New | +$250K | ﹤0.01% | 1289 |
|