CDH
Charles D. Hyman’s Brown-Forman Class B BF.B Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-3,100
| Closed | -$204K | – | 243 |
|
|
2022
Q4 | $204K | Hold |
3,100
| – | – | 0.01% | 234 |
|
|
2022
Q3 | $206K | Hold |
3,100
| – | – | 0.02% | 222 |
|
|
2022
Q2 | $217K | Sell |
3,100
-200
| -6% | -$14K | 0.02% | 224 |
|
|
2022
Q1 | $221K | Hold |
3,300
| – | – | 0.01% | 229 |
|
|
2021
Q4 | $240K | Hold |
3,300
| – | – | 0.02% | 225 |
|
|
2021
Q3 | $221K | Hold |
3,300
| – | – | 0.02% | 223 |
|
|
2021
Q2 | $247K | Sell |
3,300
-132
| -4% | -$9.88K | 0.02% | 220 |
|
|
2021
Q1 | $237K | Hold |
3,432
| – | – | 0.02% | 214 |
|
|
2020
Q4 | $273K | Hold |
3,432
| – | – | 0.02% | 202 |
|
|
2020
Q3 | $258K | Hold |
3,432
| – | – | 0.02% | 194 |
|
|
2020
Q2 | $218K | Buy |
+3,432
| New | +$218K | 0.02% | 203 |
|
|
2020
Q1 | – | Sell |
-3,482
| Closed | -$235K | – | 188 |
|
|
2019
Q4 | $235K | Buy |
3,482
+50
| +1% | +$3.37K | 0.02% | 190 |
|
|
2019
Q3 | $215K | Buy |
+3,432
| New | +$215K | 0.02% | 178 |
|