CIBC Private Wealth Group’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 | $55K | Buy |
2,002
+623
| +45% | +$17.1K | ﹤0.01% | 1627 |
|
|
2025
Q1 | $43.2K | Sell |
1,379
-490
| -26% | -$15.3K | ﹤0.01% | 1675 |
|
|
2024
Q4 | $66.3K | Hold |
1,869
| – | – | ﹤0.01% | 1575 |
|
|
2024
Q3 | $89.9K | Sell |
1,869
-1,954
| -51% | -$93.9K | ﹤0.01% | 1530 |
|
|
2024
Q2 | $165K | Hold |
3,823
| – | – | ﹤0.01% | 1196 |
|
|
2024
Q1 | $200K | Sell |
3,823
-10,000
| -72% | -$524K | ﹤0.01% | 1122 |
|
|
2023
Q4 | $824K | Buy |
13,823
+1,869
| +16% | +$111K | ﹤0.01% | 676 |
|
|
2023
Q3 | $695K | Sell |
11,954
-415
| -3% | -$24.1K | ﹤0.01% | 679 |
|
|
2023
Q2 | $842K | Hold |
12,369
| – | – | ﹤0.01% | 620 |
|
|
2023
Q1 | $806K | Hold |
12,369
| – | – | ﹤0.01% | 642 |
|
|
2022
Q4 | $813K | Hold |
12,369
| – | – | ﹤0.01% | 554 |
|
|
2022
Q3 | $836K | Hold |
12,369
| – | – | ﹤0.01% | 619 |
|
|
2022
Q2 | $837K | Hold |
12,369
| – | – | ﹤0.01% | 628 |
|
|
2022
Q1 | $776K | Sell |
12,369
-345
| -3% | -$21.6K | ﹤0.01% | 673 |
|
|
2021
Q4 | $862K | Hold |
12,714
| – | – | ﹤0.01% | 678 |
|
|
2021
Q3 | $797K | Hold |
12,714
| – | – | ﹤0.01% | 655 |
|
|
2021
Q2 | $896K | Hold |
12,714
| – | – | ﹤0.01% | 689 |
|
|
2021
Q1 | $809K | Sell |
12,714
-1,890
| -13% | -$120K | ﹤0.01% | 707 |
|
|
2020
Q4 | $1.07M | Sell |
14,604
-1,430
| -9% | -$105K | ﹤0.01% | 619 |
|
|
2020
Q3 | $1.1M | Sell |
16,034
-1,450
| -8% | -$99.6K | ﹤0.01% | 540 |
|
|
2020
Q2 | $1.01M | Hold |
17,484
| – | – | ﹤0.01% | 457 |
|
|
2020
Q1 | $898K | Hold |
17,484
| – | – | ﹤0.01% | 522 |
|
|
2019
Q4 | $1.1M | Buy |
17,484
+2,375
| +16% | +$149K | ﹤0.01% | 566 |
|
|
2019
Q3 | $903K | Buy |
15,109
+3,155
| +26% | +$189K | ﹤0.01% | 590 |
|
|
2019
Q2 | $657K | Sell |
11,954
-870
| -7% | -$47.8K | ﹤0.01% | 662 |
|
|
2019
Q1 | $656K | Buy |
12,824
+870
| +7% | +$44.5K | ﹤0.01% | 667 |
|
|
2018
Q4 | $567K | Hold |
11,954
| – | – | ﹤0.01% | 660 |
|
|
2018
Q3 | $607K | Sell |
11,954
-900
| -7% | -$45.7K | ﹤0.01% | 738 |
|
|
2018
Q2 | $628K | Sell |
12,854
-19
| -0.1% | -$928 | ﹤0.01% | 730 |
|
|
2018
Q1 | $687K | Sell |
12,873
-3,195
| -20% | -$171K | ﹤0.01% | 717 |
|
|
2017
Q4 | $865K | Buy |
16,068
+1,125
| +8% | +$60.6K | ﹤0.01% | 682 |
|
|
2017
Q3 | $666K | Hold |
14,943
| – | – | ﹤0.01% | 720 |
|
|
2017
Q2 | $589K | Hold |
14,943
| – | – | ﹤0.01% | 524 |
|
|
2017
Q1 | $563K | Hold |
14,943
| – | – | ﹤0.01% | 510 |
|
|
2016
Q4 | $553K | Hold |
14,943
| – | – | ﹤0.01% | 511 |
|
|
2016
Q3 | $595K | Buy |
+14,943
| New | +$595K | ﹤0.01% | 507 |
|