Avior Wealth Management’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 | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-119
| Closed | -$4.49K | – | 898 |
|
2024
Q4 | $4.49K | Buy |
119
+6
| +5% | +$226 | ﹤0.01% | 1894 |
|
2024
Q3 | $5.43K | Hold |
113
| – | – | ﹤0.01% | 1754 |
|
2024
Q2 | $4.99K | Hold |
113
| – | – | ﹤0.01% | 1721 |
|
2024
Q1 | $5.98K | Buy |
+113
| New | +$5.98K | ﹤0.01% | 2030 |
|
2023
Q4 | – | Sell |
-636
| Closed | -$37K | – | 1535 |
|
2023
Q3 | $37K | Sell |
636
-42
| -6% | -$2.44K | ﹤0.01% | 825 |
|
2023
Q2 | $46.2K | Buy |
678
+2
| +0.3% | +$136 | ﹤0.01% | 783 |
|
2023
Q1 | $44.1K | Buy |
+676
| New | +$44.1K | ﹤0.01% | 800 |
|