Capital Advisors Ltd’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-374
| Closed | -$14K | – | 1343 |
|
|
2024
Q4 | $14K | Buy |
374
+274
| +274% | +$10.3K | ﹤0.01% | 696 |
|
|
2024
Q3 | $5K | Buy |
100
+20
| +25% | +$1K | ﹤0.01% | 907 |
|
|
2024
Q2 | $4K | Buy |
+80
| New | +$4K | ﹤0.01% | 930 |
|
|
2024
Q1 | – | Sell |
-61
| Closed | -$4K | – | 1355 |
|
|
2023
Q4 | $4K | Buy |
+61
| New | +$4K | ﹤0.01% | 874 |
|
|
2022
Q4 | – | Sell |
-79
| Closed | -$5K | – | 1229 |
|
|
2022
Q3 | $5K | Buy |
+79
| New | +$5K | ﹤0.01% | 620 |
|