CIBC Private Wealth Group’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 | $69.8K | Sell |
2,594
-782
| -23% | -$21K | ﹤0.01% | 1538 |
|
|
2025
Q1 | $106K | Buy |
3,376
+755
| +29% | +$23.8K | ﹤0.01% | 1332 |
|
|
2024
Q4 | $94.3K | Sell |
2,621
-2,273
| -46% | -$81.8K | ﹤0.01% | 1443 |
|
|
2024
Q3 | $241K | Sell |
4,894
-709
| -13% | -$34.9K | ﹤0.01% | 1102 |
|
|
2024
Q2 | $236K | Sell |
5,603
-11
| -0.2% | -$463 | ﹤0.01% | 1035 |
|
|
2024
Q1 | $286K | Hold |
5,614
| – | – | ﹤0.01% | 991 |
|
|
2023
Q4 | $321K | Buy |
5,614
+1,140
| +25% | +$65.1K | ﹤0.01% | 907 |
|
|
2023
Q3 | $258K | Buy |
+4,474
| New | +$258K | ﹤0.01% | 919 |
|
|
2021
Q2 | – | Sell |
-129,750
| Closed | -$8.95M | – | 1029 |
|
|
2021
Q1 | $8.95M | Sell |
129,750
-5,165
| -4% | -$356K | 0.02% | 337 |
|
|
2020
Q4 | $10.7M | Buy |
134,915
+1,130
| +0.8% | +$89.8K | 0.03% | 321 |
|
|
2020
Q3 | $10.1M | Sell |
133,785
-4,669
| -3% | -$352K | 0.03% | 294 |
|
|
2020
Q2 | $8.81M | Sell |
138,454
-1,584
| -1% | -$101K | 0.04% | 248 |
|
|
2020
Q1 | $7.77M | Sell |
140,038
-1,172
| -0.8% | -$65.1K | 0.03% | 271 |
|
|
2019
Q4 | $9.55M | Sell |
141,210
-56,799
| -29% | -$3.84M | 0.03% | 291 |
|
|
2019
Q3 | $12.4M | Sell |
198,009
-118
| -0.1% | -$7.41K | 0.04% | 256 |
|
|
2019
Q2 | $11M | Sell |
198,127
-569
| -0.3% | -$31.5K | 0.04% | 272 |
|
|
2019
Q1 | $10.5M | Sell |
198,696
-3,672
| -2% | -$194K | 0.04% | 270 |
|
|
2018
Q4 | $9.63M | Buy |
202,368
+2,181
| +1% | +$104K | 0.04% | 266 |
|
|
2018
Q3 | $10.1M | Sell |
200,187
-2,570
| -1% | -$130K | 0.04% | 296 |
|
|
2018
Q2 | $9.94M | Sell |
202,757
-79,080
| -28% | -$3.88M | 0.04% | 289 |
|
|
2018
Q1 | $15.3M | Sell |
281,837
-58,057
| -17% | -$3.16M | 0.07% | 232 |
|
|
2017
Q4 | $14.9M | Buy |
339,894
+1,799
| +0.5% | +$79.1K | 0.06% | 245 |
|
|
2017
Q3 | $11.7M | Sell |
338,095
-8,789
| -3% | -$305K | 0.05% | 263 |
|
|
2017
Q2 | $10.8M | Buy |
346,884
+16,592
| +5% | +$516K | 0.07% | 210 |
|
|
2017
Q1 | $9.76M | Sell |
330,292
-14,183
| -4% | -$419K | 0.06% | 217 |
|
|
2016
Q4 | $9.9M | Buy |
344,475
+544
| +0.2% | +$15.6K | 0.07% | 210 |
|
|
2016
Q3 | $10.4M | Buy |
343,931
+4,653
| +1% | +$141K | 0.07% | 204 |
|
|
2016
Q2 | $10.8M | Buy |
339,278
+2,890
| +0.9% | +$92.3K | 0.08% | 191 |
|
|
2016
Q1 | $10.6M | Buy |
336,388
+7,713
| +2% | +$243K | 0.08% | 188 |
|
|
2015
Q4 | $10.4M | Buy |
328,675
+8,619
| +3% | +$274K | 0.08% | 189 |
|
|
2015
Q3 | $9.92M | Buy |
320,056
+3,340
| +1% | +$104K | 0.08% | 189 |
|
|
2015
Q2 | $10.2M | Buy |
316,716
+3,285
| +1% | +$105K | 0.07% | 205 |
|
|
2015
Q1 | $9.06M | Buy |
313,431
+18,637
| +6% | +$539K | 0.07% | 214 |
|
|
2014
Q4 | $8.29M | Sell |
294,794
-1,359
| -0.5% | -$38.2K | 0.06% | 216 |
|
|
2014
Q3 | $8.55M | Sell |
296,153
-316
| -0.1% | -$9.12K | 0.07% | 210 |
|
|
2014
Q2 | $8.93M | Sell |
296,469
-3,059
| -1% | -$92.2K | 0.07% | 199 |
|
|
2014
Q1 | $8.56M | Buy |
+299,528
| New | +$8.56M | 0.07% | 201 |
|