Carson Wealth (CWM LLC)’s Brown-Forman Class B BF.B Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $338K | Sell |
12,562
-2,997
| -19% | -$80.6K | ﹤0.01% | 1786 |
|
|
2025
Q1 | $528K | Buy |
15,559
+7,662
| +97% | +$260K | ﹤0.01% | 1419 |
|
|
2024
Q4 | $300K | Sell |
7,897
-921
| -10% | -$35K | ﹤0.01% | 1586 |
|
|
2024
Q3 | $434K | Buy |
8,818
+2,039
| +30% | +$100K | ﹤0.01% | 1376 |
|
|
2024
Q2 | $293K | Buy |
6,779
+205
| +3% | +$8.86K | ﹤0.01% | 1406 |
|
|
2024
Q1 | $339K | Sell |
6,574
-128
| -2% | -$6.6K | ﹤0.01% | 1280 |
|
|
2023
Q4 | $383K | Sell |
6,702
-499
| -7% | -$28.5K | ﹤0.01% | 1157 |
|
|
2023
Q3 | $415K | Buy |
7,201
+106
| +1% | +$6.11K | ﹤0.01% | 1038 |
|
|
2023
Q2 | $474K | Buy |
7,095
+106
| +2% | +$7.08K | ﹤0.01% | 952 |
|
|
2023
Q1 | $449K | Buy |
6,989
+1,703
| +32% | +$109K | ﹤0.01% | 916 |
|
|
2022
Q4 | $347K | Buy |
5,286
+3,522
| +200% | +$231K | ﹤0.01% | 904 |
|
|
2022
Q3 | $117K | Buy |
1,764
+791
| +81% | +$52.5K | ﹤0.01% | 1269 |
|
|
2022
Q2 | $68K | Buy |
973
+401
| +70% | +$28K | ﹤0.01% | 1476 |
|
|
2022
Q1 | $38K | Buy |
572
+104
| +22% | +$6.91K | ﹤0.01% | 1720 |
|
|
2021
Q4 | $34K | Buy |
+468
| New | +$34K | ﹤0.01% | 1731 |
|
|
2021
Q2 | $15K | Hold |
194
| – | – | ﹤0.01% | 1911 |
|
|
2021
Q1 | $15K | Hold |
194
| – | – | ﹤0.01% | 1911 |
|
|
2020
Q4 | $15K | Hold |
194
| – | – | ﹤0.01% | 1911 |
|
|
2020
Q3 | $15K | Hold |
194
| – | – | ﹤0.01% | 1911 |
|
|
2020
Q2 | $15K | Hold |
194
| – | – | ﹤0.01% | 1911 |
|
|
2020
Q1 | $15K | Hold |
194
| – | – | ﹤0.01% | 1911 |
|
|
2019
Q4 | $15K | Hold |
194
| – | – | ﹤0.01% | 1911 |
|
|
2019
Q3 | $15K | Hold |
194
| – | – | ﹤0.01% | 1911 |
|
|
2019
Q2 | $15K | Hold |
194
| – | – | ﹤0.01% | 1911 |
|
|
2019
Q1 | $15K | Buy |
194
+165
| +569% | +$12.8K | ﹤0.01% | 1911 |
|
|
2018
Q4 | $1K | Buy |
+29
| New | +$1K | ﹤0.01% | 1835 |
|
|
2017
Q4 | – | Sell |
-25
| Closed | -$1K | – | 1454 |
|
|
2017
Q3 | $1K | Sell |
25
-13
| -34% | -$520 | ﹤0.01% | 1346 |
|
|
2017
Q2 | $1K | Buy |
+38
| New | +$1K | ﹤0.01% | 1071 |
|
|
2016
Q1 | – | Sell |
-59
| Closed | -$2K | – | 749 |
|
|
2015
Q4 | $2K | Buy |
+59
| New | +$2K | ﹤0.01% | 587 |
|