Bell Investment Advisors’s Brown-Forman Class B BF.B Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.45K | Hold |
91
| – | – | ﹤0.01% | 1290 |
|
|
2025
Q1 | $3.09K | Sell |
91
-76
| -46% | -$2.58K | ﹤0.01% | 1133 |
|
|
2024
Q4 | $6.34K | Sell |
167
-23
| -12% | -$874 | ﹤0.01% | 809 |
|
|
2024
Q3 | $9.35K | Sell |
190
-22
| -10% | -$1.08K | ﹤0.01% | 653 |
|
|
2024
Q2 | $9.16K | Buy |
212
+22
| +12% | +$950 | ﹤0.01% | 653 |
|
|
2024
Q1 | $9.81K | Hold |
190
| – | – | ﹤0.01% | 608 |
|
|
2023
Q4 | $10.8K | Sell |
190
-8
| -4% | -$457 | ﹤0.01% | 528 |
|
|
2023
Q3 | $11.4K | Hold |
198
| – | – | ﹤0.01% | 459 |
|
|
2023
Q2 | $13.2K | Sell |
198
-8
| -4% | -$534 | ﹤0.01% | 419 |
|
|
2023
Q1 | $13.2K | Hold |
206
| – | – | ﹤0.01% | 404 |
|
|
2022
Q4 | $13.5K | Sell |
206
-8
| -4% | -$525 | ﹤0.01% | 389 |
|
|
2022
Q3 | $14K | Sell |
214
-7
| -3% | -$458 | ﹤0.01% | 323 |
|
|
2022
Q2 | $16K | Buy |
+221
| New | +$16K | ﹤0.01% | 306 |
|
|
2021
Q4 | $19K | Buy |
256
+22
| +9% | +$1.63K | 0.01% | 320 |
|
|
2021
Q3 | $16K | Buy |
+234
| New | +$16K | ﹤0.01% | 329 |
|