Barlow Wealth 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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $465K | Hold |
15,887
| – | – | 0.06% | 82 |
|
2025
Q1 | $537K | Sell |
15,887
-92
| -0.6% | -$3.11K | 0.07% | 79 |
|
2024
Q4 | $535K | Sell |
15,979
-3,947
| -20% | -$132K | 0.07% | 80 |
|
2024
Q3 | $911K | Hold |
19,926
| – | – | 0.12% | 66 |
|
2024
Q2 | $889K | Hold |
19,926
| – | – | 0.12% | 67 |
|
2024
Q1 | $1.01M | Hold |
19,926
| – | – | 0.14% | 68 |
|
2023
Q4 | $1.19M | Buy |
+19,926
| New | +$1.19M | 0.17% | 63 |
|