Belpointe Asset Management’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 | $462K | Buy |
+17,181
| New | +$462K | 0.02% | 602 |
|
2023
Q2 | – | Sell |
-461
| Closed | -$29.6K | – | 864 |
|
2023
Q1 | $29.6K | Sell |
461
-75
| -14% | -$4.82K | ﹤0.01% | 2060 |
|
2022
Q4 | $35.2K | Buy |
+536
| New | +$35.2K | ﹤0.01% | 1824 |
|
2018
Q2 | – | Sell |
-8,850
| Closed | -$481K | – | 341 |
|
2018
Q1 | $481K | Sell |
8,850
-3,819
| -30% | -$208K | 0.14% | 172 |
|
2017
Q4 | $557K | Buy |
12,669
+642
| +5% | +$28.2K | 0.12% | 196 |
|
2017
Q3 | $418K | Buy |
+12,027
| New | +$418K | 0.1% | 240 |
|