AWM
Atticus Wealth Management’s Brown-Forman Class B BF.B Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.07K | Sell |
300
-20
| -6% | -$538 | ﹤0.01% | 494 |
|
|
2025
Q1 | $10.9K | Sell |
320
-250
| -44% | -$8.49K | ﹤0.01% | 372 |
|
|
2024
Q4 | $21.6K | Hold |
570
| – | – | 0.01% | 321 |
|
|
2024
Q3 | $28K | Sell |
570
-10
| -2% | -$492 | 0.01% | 301 |
|
|
2024
Q2 | $25.1K | Hold |
580
| – | – | 0.01% | 292 |
|
|
2024
Q1 | $29.9K | Hold |
580
| – | – | 0.01% | 286 |
|
|
2023
Q4 | $33.1K | Hold |
580
| – | – | 0.01% | 282 |
|
|
2023
Q3 | $33.5K | Hold |
580
| – | – | 0.01% | 290 |
|
|
2023
Q2 | $38.7K | Hold |
580
| – | – | 0.01% | 283 |
|
|
2023
Q1 | $37.3K | Hold |
580
| – | – | 0.01% | 276 |
|
|
2022
Q4 | $38.1K | Hold |
580
| – | – | 0.02% | 279 |
|
|
2022
Q3 | $41K | Hold |
580
| – | – | 0.02% | 257 |
|
|
2022
Q2 | $41K | Buy |
580
+250
| +76% | +$17.7K | 0.02% | 279 |
|
|
2022
Q1 | $22K | Sell |
330
-250
| -43% | -$16.7K | 0.01% | 321 |
|
|
2021
Q4 | $42K | Buy |
+580
| New | +$42K | 0.02% | 241 |
|