CWS

Confluence Wealth Services’s Brown-Forman Class B BF.B Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-8,616	Closed	-$497K	–	292
2023 Q3	$497K	Buy	8,616 +1,391	+19%	+$80.2K	0.1%	157
2023 Q2	$482K	Buy	7,225 +2,814	+64%	+$188K	0.1%	156
2023 Q1	$283K	Buy	+4,411	New	+$283K	0.07%	202