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Concurrent Investment Advisors’s Brown-Forman Class B BF.B Stock Holding History

Concurrent Investment Advisors’s Portfolio BF.B Stock Details BF.B Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-42,625
Closed -$1.45M – 1347
2025
Q1 		$1.45M Buy
+42,625
New +$1.45M 0.04% 440
2024
Q4 		– Sell
-4,397
Closed -$216K – 1050
2024
Q3 		$216K Buy
+4,397
New +$216K 0.01% 906