CVA Family Office’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 | $6.86K | Sell |
255
-1,225
| -83% | -$33K | ﹤0.01% | 851 |
|
2025
Q1 | $50.2K | Buy |
1,480
+176
| +13% | +$5.97K | 0.01% | 516 |
|
2024
Q4 | $49.5K | Sell |
1,304
-447
| -26% | -$17K | 0.01% | 526 |
|
2024
Q3 | $86.1K | Buy |
1,751
+516
| +42% | +$25.4K | 0.01% | 404 |
|
2024
Q2 | $53.3K | Buy |
1,235
+625
| +102% | +$27K | 0.01% | 483 |
|
2024
Q1 | $31.5K | Sell |
610
-296
| -33% | -$15.3K | 0.01% | 564 |
|
2023
Q4 | $51.7K | Buy |
+906
| New | +$51.7K | 0.01% | 464 |
|
2023
Q3 | – | Sell |
-531
| Closed | -$35.5K | – | 305 |
|
2023
Q2 | $35.5K | Buy |
531
+170
| +47% | +$11.4K | 0.01% | 512 |
|
2023
Q1 | $23.2K | Buy |
361
+45
| +14% | +$2.89K | 0.01% | 566 |
|
2022
Q4 | $20.8K | Buy |
316
+10
| +3% | +$657 | 0.01% | 556 |
|
2022
Q3 | $20K | Hold |
306
| – | – | 0.01% | 519 |
|
2022
Q2 | $21K | Hold |
306
| – | – | 0.01% | 527 |
|
2022
Q1 | $21K | Sell |
306
-520
| -63% | -$35.7K | 0.01% | 545 |
|
2021
Q4 | $60K | Buy |
+826
| New | +$60K | 0.01% | 325 |
|
2021
Q3 | – | Sell |
-341
| Closed | -$26K | – | 416 |
|
2021
Q2 | $26K | Buy |
341
+286
| +520% | +$21.8K | 0.01% | 469 |
|
2021
Q1 | $4K | Buy |
+55
| New | +$4K | ﹤0.01% | 639 |
|