Cassady Schiller Wealth Management’s Brown-Forman Class B BF.B Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $4.29K | Buy |
113
+17
| +18% | +$646 | ﹤0.01% | 438 |
|
|
2024
Q3 | $4.72K | Hold |
96
| – | – | ﹤0.01% | 350 |
|
|
2024
Q2 | $4.15K | Hold |
96
| – | – | ﹤0.01% | 358 |
|
|
2024
Q1 | $4.96K | Hold |
96
| – | – | ﹤0.01% | 371 |
|
|
2023
Q4 | $5.48K | Hold |
96
| – | – | ﹤0.01% | 356 |
|
|
2023
Q3 | $5.54K | Hold |
96
| – | – | ﹤0.01% | 363 |
|
|
2023
Q2 | $6.41K | Hold |
96
| – | – | ﹤0.01% | 365 |
|
|
2023
Q1 | $6.17K | Sell |
96
-37
| -28% | -$2.38K | ﹤0.01% | 346 |
|
|
2022
Q4 | $8.74K | Buy |
+133
| New | +$8.74K | 0.01% | 328 |
|
|
2022
Q1 | – | Sell |
-96
| Closed | -$7K | – | 161 |
|
|
2021
Q4 | $7K | Buy |
+96
| New | +$7K | ﹤0.01% | 336 |
|