Berman Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $164K | Hold |
2,622
| – | – | 0.03% | 311 |
|
|
2021
Q2 | $184K | Hold |
2,622
| – | – | 0.03% | 251 |
|
|
2021
Q1 | $166K | Sell |
2,622
-529
| -17% | -$33.5K | 0.03% | 216 |
|
|
2020
Q4 | $230K | Hold |
3,151
| – | – | 0.06% | 146 |
|
|
2020
Q3 | $216K | Buy |
3,151
+1,189
| +61% | +$81.5K | 0.06% | 143 |
|
|
2020
Q2 | $112K | Sell |
1,962
-583
| -23% | -$33.3K | 0.03% | 212 |
|
|
2020
Q1 | $130K | Buy |
2,545
+575
| +29% | +$29.4K | 0.04% | 160 |
|
|
2019
Q4 | $123K | Hold |
1,970
| – | – | 0.04% | 197 |
|
|
2019
Q3 | $117K | Hold |
1,970
| – | – | 0.04% | 193 |
|
|
2019
Q2 | $108K | Buy |
1,970
+260
| +15% | +$14.3K | 0.03% | 199 |
|
|
2019
Q1 | $87K | Hold |
1,710
| – | – | 0.03% | 211 |
|
|
2018
Q4 | $81K | Buy |
+1,710
| New | +$81K | 0.03% | 197 |
|