Caldwell Trust’s Brown-Forman Class A BF.A Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.38K | Hold |
305
|
|
||||
|
2025
Q1 | $10.2K | Hold |
305
|
|
||||
|
2024
Q4 | $11.5K | Hold |
305
|
|
||||
|
2024
Q3 | $14.7K | Hold |
305
|
|
||||
|
2024
Q2 | $13.5K | Hold |
305
|
|
||||
|
2024
Q1 | $16.1K | Hold |
305
|
|
||||
|
2023
Q4 | $18.2K | Hold |
305
|
|
||||
|
2023
Q3 | $17.7K | Hold |
305
|
|
||||
|
2023
Q2 | $20.8K | Hold |
305
|
|
||||
|
2023
Q1 | $19.9K | Hold |
305
|
|
||||
|
2022
Q4 | $20.1K | Hold |
305
|
|
||||
|
2022
Q3 | $20.6K | Hold |
305
|
|
||||
|
2022
Q2 | $20.6K | Hold |
305
|
|
||||
|
2022
Q1 | $19.1K | Hold |
305
|
|
||||
|
2021
Q4 | $20.7K | Hold |
305
|
|
||||
|
2021
Q3 | $19.1K | Hold |
305
|
|
||||
|
2021
Q2 | $21.5K | Hold |
305
|
|
||||
|
2021
Q1 | $19.4K | Hold |
305
|
|
||||
|
2020
Q4 | $22.4K | Sell |
305
-7,000
|
|
||||
|
2020
Q3 | $502K | Hold |
7,305
|
|
||||
|
2020
Q2 | $421K | Hold |
7,305
|
|
||||
|
2020
Q1 | $375K | Hold |
7,305
|
|
||||
|
2019
Q4 | $459K | Buy |
+7,305
|
|