Bell Investment Advisors’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 | $220 | Hold |
8
| – | – | ﹤0.01% | 1842 |
|
|
2025
Q1 | $268 | Hold |
8
| – | – | ﹤0.01% | 1856 |
|
|
2024
Q4 | $302 | Hold |
8
| – | – | ﹤0.01% | 1859 |
|
|
2024
Q3 | $385 | Hold |
8
| – | – | ﹤0.01% | 1830 |
|
|
2024
Q2 | $354 | Hold |
8
| – | – | ﹤0.01% | 1887 |
|
|
2024
Q1 | $424 | Hold |
8
| – | – | ﹤0.01% | 1861 |
|
|
2023
Q4 | $477 | Sell |
8
-70
| -90% | -$4.17K | ﹤0.01% | 1845 |
|
|
2023
Q3 | $4.53K | Hold |
78
| – | – | ﹤0.01% | 862 |
|
|
2023
Q2 | $5.31K | Sell |
78
-53
| -40% | -$3.61K | ﹤0.01% | 792 |
|
|
2023
Q1 | $8.54K | Sell |
131
-39
| -23% | -$2.54K | ﹤0.01% | 544 |
|
|
2022
Q4 | $11.2K | Sell |
170
-37
| -18% | -$2.43K | ﹤0.01% | 454 |
|
|
2022
Q3 | $14K | Buy |
207
+63
| +44% | +$4.26K | ﹤0.01% | 324 |
|
|
2022
Q2 | $10K | Buy |
+144
| New | +$10K | ﹤0.01% | 419 |
|
|
2021
Q4 | $4K | Sell |
58
-13
| -18% | -$897 | ﹤0.01% | 833 |
|
|
2021
Q3 | $4K | Buy |
+71
| New | +$4K | ﹤0.01% | 772 |
|