Corient Private Wealth’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 | $1.01M | Sell |
37,395
-2,113
| -5% | -$56.9K | ﹤0.01% | 1428 |
|
|
2025
Q1 | $1.34M | Buy |
39,508
+14,089
| +55% | +$478K | ﹤0.01% | 1150 |
|
|
2024
Q4 | $966K | Sell |
25,419
-5,067
| -17% | -$192K | ﹤0.01% | 1332 |
|
|
2024
Q3 | $1.5M | Buy |
30,486
+3,227
| +12% | +$159K | ﹤0.01% | 1203 |
|
|
2024
Q2 | $1.18M | Sell |
27,259
-8,346
| -23% | -$360K | ﹤0.01% | 1258 |
|
|
2024
Q1 | $1.84M | Buy |
35,605
+2,428
| +7% | +$125K | ﹤0.01% | 1055 |
|
|
2023
Q4 | $1.89M | Buy |
33,177
+12,985
| +64% | +$741K | ﹤0.01% | 1025 |
|
|
2023
Q3 | $1.16M | Sell |
20,192
-406
| -2% | -$23.4K | ﹤0.01% | 1137 |
|
|
2023
Q2 | $1.38M | Sell |
20,598
-1,084
| -5% | -$72.4K | ﹤0.01% | 1038 |
|
|
2023
Q1 | $1.39M | Buy |
21,682
+3,597
| +20% | +$231K | ﹤0.01% | 961 |
|
|
2022
Q4 | $1.18M | Buy |
+18,085
| New | +$1.18M | ﹤0.01% | 856 |
|