Claro Advisors’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 | – | Sell |
-10,709
| Closed | -$363K | – | 389 |
|
2025
Q1 | $363K | Sell |
10,709
-286
| -3% | -$9.71K | 0.05% | 340 |
|
2024
Q4 | $418K | Buy |
10,995
+3,269
| +42% | +$124K | 0.06% | 277 |
|
2024
Q3 | $380K | Buy |
+7,726
| New | +$380K | 0.05% | 319 |
|
2019
Q1 | – | Sell |
-37
| Closed | -$2K | – | 225 |
|
2018
Q4 | $2K | Buy |
+37
| New | +$2K | ﹤0.01% | 894 |
|