BDWM
Brewin Dolphin Wealth Management’s Brown-Forman Class B BF.B Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $771K | Hold |
10,994
| – | – | 0.08% | 79 |
|
|
2022
Q1 | $737K | Hold |
10,994
| – | – | 0.08% | 80 |
|
|
2021
Q4 | $801K | Hold |
10,994
| – | – | 0.09% | 82 |
|
|
2021
Q3 | $737K | Hold |
10,994
| – | – | 0.08% | 80 |
|
|
2021
Q2 | $824K | Hold |
10,994
| – | – | 0.1% | 76 |
|
|
2021
Q1 | $758K | Hold |
10,994
| – | – | 0.12% | 74 |
|
|
2020
Q4 | $873K | Hold |
10,994
| – | – | 0.15% | 65 |
|
|
2020
Q3 | $828K | Hold |
10,994
| – | – | 0.15% | 65 |
|
|
2020
Q2 | $700K | Hold |
10,994
| – | – | 0.15% | 66 |
|
|
2020
Q1 | $610K | Hold |
10,994
| – | – | 0.33% | 40 |
|
|
2019
Q4 | $743K | Hold |
10,994
| – | – | 0.34% | 40 |
|
|
2019
Q3 | $690K | Hold |
10,994
| – | – | 0.35% | 42 |
|
|
2019
Q2 | $609K | Hold |
10,994
| – | – | 0.32% | 43 |
|
|
2019
Q1 | $580K | Hold |
10,994
| – | – | 0.32% | 50 |
|
|
2018
Q4 | $523K | Hold |
10,994
| – | – | 0.32% | 47 |
|
|
2018
Q3 | $556K | Hold |
10,994
| – | – | 0.3% | 50 |
|
|
2018
Q2 | $539K | Buy |
+10,994
| New | +$539K | 0.32% | 49 |
|