Cornell Pochily Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-4,275
| Closed | -$210K | – | 169 |
|
|
2024
Q3 | $210K | Buy |
+4,275
| New | +$210K | 0.07% | 172 |
|
|
2024
Q2 | – | Sell |
-5,386
| Closed | -$221K | – | 169 |
|
|
2024
Q1 | $221K | Buy |
5,386
+1,111
| +26% | +$45.5K | 0.09% | 162 |
|
|
2023
Q4 | $244K | Hold |
4,275
| – | – | 0.1% | 157 |
|
|
2023
Q3 | $247K | Hold |
4,275
| – | – | 0.11% | 153 |
|
|
2023
Q2 | $285K | Hold |
4,275
| – | – | 0.12% | 147 |
|
|
2023
Q1 | $275K | Hold |
4,275
| – | – | 0.12% | 148 |
|
|
2022
Q4 | $281K | Hold |
4,275
| – | – | 0.13% | 143 |
|
|
2022
Q3 | $285K | Hold |
4,275
| – | – | 0.12% | 137 |
|
|
2022
Q2 | $300K | Buy |
+4,275
| New | +$300K | 0.13% | 139 |
|
|
2022
Q1 | – | Sell |
-4,275
| Closed | -$311K | – | 167 |
|
|
2021
Q4 | $311K | Hold |
4,275
| – | – | 0.12% | 141 |
|
|
2021
Q3 | $286K | Buy |
+4,275
| New | +$286K | 0.12% | 142 |
|