Carson Wealth (CWM LLC)’s Brown-Forman Class A BF.A Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $235K | Buy |
8,557
+3,285
| +62% | +$90.2K | ﹤0.01% | 2034 |
|
|
2025
Q1 | $176K | Buy |
5,272
+1,976
| +60% | +$66K | ﹤0.01% | 2007 |
|
|
2024
Q4 | $124K | Buy |
3,296
+1,419
| +76% | +$53.4K | ﹤0.01% | 2135 |
|
|
2024
Q3 | $90K | Buy |
1,877
+835
| +80% | +$40K | ﹤0.01% | 2262 |
|
|
2024
Q2 | $46K | Sell |
1,042
-114
| -10% | -$5.03K | ﹤0.01% | 2518 |
|
|
2024
Q1 | $61K | Sell |
1,156
-100
| -8% | -$5.28K | ﹤0.01% | 2164 |
|
|
2023
Q4 | $75K | Sell |
1,256
-46
| -4% | -$2.75K | ﹤0.01% | 1920 |
|
|
2023
Q3 | $76K | Buy |
1,302
+136
| +12% | +$7.94K | ﹤0.01% | 1803 |
|
|
2023
Q2 | $79K | Sell |
1,166
-87
| -7% | -$5.9K | ﹤0.01% | 1690 |
|
|
2023
Q1 | $82K | Buy |
1,253
+287
| +30% | +$18.8K | ﹤0.01% | 1586 |
|
|
2022
Q4 | $64K | Buy |
966
+767
| +385% | +$50.8K | ﹤0.01% | 1595 |
|
|
2022
Q3 | $13K | Hold |
199
| – | – | ﹤0.01% | 2499 |
|
|
2022
Q2 | $13K | Sell |
199
-21
| -10% | -$1.37K | ﹤0.01% | 2403 |
|
|
2022
Q1 | $14K | Buy |
220
+78
| +55% | +$4.96K | ﹤0.01% | 2279 |
|
|
2021
Q4 | $10K | Buy |
+142
| New | +$10K | ﹤0.01% | 2333 |
|
|
2021
Q2 | $10K | Hold |
137
| – | – | ﹤0.01% | 2085 |
|
|
2021
Q1 | $10K | Hold |
137
| – | – | ﹤0.01% | 2085 |
|
|
2020
Q4 | $10K | Hold |
137
| – | – | ﹤0.01% | 2085 |
|
|
2020
Q3 | $10K | Hold |
137
| – | – | ﹤0.01% | 2085 |
|
|
2020
Q2 | $10K | Hold |
137
| – | – | ﹤0.01% | 2085 |
|
|
2020
Q1 | $10K | Hold |
137
| – | – | ﹤0.01% | 2085 |
|
|
2019
Q4 | $10K | Hold |
137
| – | – | ﹤0.01% | 2085 |
|
|
2019
Q3 | $10K | Hold |
137
| – | – | ﹤0.01% | 2085 |
|
|
2019
Q2 | $10K | Hold |
137
| – | – | ﹤0.01% | 2085 |
|
|
2019
Q1 | $10K | Buy |
137
+37
| +37% | +$2.7K | ﹤0.01% | 2085 |
|
|
2018
Q4 | $5K | Hold |
100
| – | – | ﹤0.01% | 1505 |
|
|
2018
Q3 | $5K | Buy |
+100
| New | +$5K | ﹤0.01% | 1326 |
|