Chico Wealth RIA’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $472K | Buy |
17,541
+2
| +0% | +$54 | 0.37% | 18 |
|
|
2025
Q1 | $595K | Sell |
17,539
-1
| -0% | -$34 | 0.52% | 15 |
|
|
2024
Q4 | $666K | Buy |
17,540
+11
| +0.1% | +$418 | 0.58% | 14 |
|
|
2024
Q3 | $862K | Hold |
17,529
| – | – | 0.74% | 14 |
|
|
2024
Q2 | $757K | Hold |
17,529
| – | – | 0.69% | 14 |
|
|
2024
Q1 | $905K | Hold |
17,529
| – | – | 0.86% | 12 |
|
|
2023
Q4 | $1M | Hold |
17,529
| – | – | 1.04% | 12 |
|
|
2023
Q3 | $1.01M | Hold |
17,529
| – | – | 1.21% | 9 |
|
|
2023
Q2 | $1.17M | Hold |
17,529
| – | – | 1.4% | 9 |
|
|
2023
Q1 | $1.13M | Hold |
17,529
| – | – | 1.45% | 8 |
|
|
2022
Q4 | $1.15M | Hold |
17,529
| – | – | 1.29% | 9 |
|
|
2022
Q3 | $1.17M | Hold |
17,529
| – | – | 1.35% | 11 |
|
|
2022
Q2 | $1.23M | Hold |
17,529
| – | – | 1% | 13 |
|
|
2022
Q1 | $1.18M | Buy |
+17,529
| New | +$1.18M | 0.94% | 15 |
|