Bedel Financial Consulting’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-867
| Closed | -$54K | – | 265 |
|
|
2022
Q1 | $54K | Sell |
867
-633
| -42% | -$39.4K | 0.02% | 376 |
|
|
2021
Q4 | $102K | Hold |
1,500
| – | – | 0.03% | 278 |
|
|
2021
Q3 | $94K | Hold |
1,500
| – | – | 0.03% | 282 |
|
|
2021
Q2 | $106K | Hold |
1,500
| – | – | 0.04% | 257 |
|
|
2021
Q1 | $96K | Hold |
1,500
| – | – | 0.04% | 267 |
|
|
2020
Q4 | $110K | Hold |
1,500
| – | – | 0.05% | 213 |
|
|
2020
Q3 | $103K | Hold |
1,500
| – | – | 0.05% | 206 |
|
|
2020
Q2 | $86K | Hold |
1,500
| – | – | 0.05% | 211 |
|
|
2020
Q1 | $77K | Hold |
1,500
| – | – | 0.05% | 213 |
|
|
2019
Q4 | $94K | Hold |
1,500
| – | – | 0.05% | 217 |
|
|
2019
Q3 | $90K | Hold |
1,500
| – | – | 0.05% | 217 |
|
|
2019
Q2 | $83K | Hold |
1,500
| – | – | 0.05% | 219 |
|
|
2019
Q1 | $77K | Hold |
1,500
| – | – | 0.05% | 217 |
|
|
2018
Q4 | $71K | Hold |
1,500
| – | – | 0.05% | 212 |
|
|
2018
Q3 | $72K | Hold |
1,500
| – | – | 0.05% | 228 |
|
|
2018
Q2 | $73K | Hold |
1,500
| – | – | 0.05% | 224 |
|
|
2018
Q1 | $80K | Buy |
+1,500
| New | +$80K | 0.06% | 220 |
|