Daymark Wealth Partners’s Brown-Forman Class A BF.A Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $549K | Hold |
19,979
| – | – | 0.02% | 335 |
|
|
2025
Q1 | $669K | Hold |
19,979
| – | – | 0.03% | 296 |
|
|
2024
Q4 | $753K | Hold |
19,979
| – | – | 0.03% | 270 |
|
|
2024
Q3 | $961K | Sell |
19,979
-18
| -0.1% | -$865 | 0.04% | 252 |
|
|
2024
Q2 | $882K | Sell |
19,997
-6,563
| -25% | -$290K | 0.04% | 252 |
|
|
2024
Q1 | $1.41M | Hold |
26,560
| – | – | 0.08% | 160 |
|
|
2023
Q4 | $1.58M | Buy |
26,560
+1,051
| +4% | +$62.6K | 0.1% | 144 |
|
|
2023
Q3 | $1.48M | Hold |
25,509
| – | – | 0.1% | 141 |
|
|
2023
Q2 | $1.74M | Buy |
25,509
+1,164
| +5% | +$79.2K | 0.13% | 126 |
|
|
2023
Q1 | $1.59M | Hold |
24,345
| – | – | 0.21% | 93 |
|
|
2022
Q4 | $1.6M | Buy |
+24,345
| New | +$1.6M | 0.28% | 72 |
|