Daymark Wealth Partners’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 | $599K | Buy |
22,273
+108
| +0.5% | +$2.91K | 0.02% | 323 |
|
|
2025
Q1 | $752K | Sell |
22,165
-4,117
| -16% | -$140K | 0.03% | 284 |
|
|
2024
Q4 | $998K | Buy |
26,282
+19
| +0.1% | +$722 | 0.04% | 241 |
|
|
2024
Q3 | $1.29M | Sell |
26,263
-22
| -0.1% | -$1.08K | 0.05% | 211 |
|
|
2024
Q2 | $1.14M | Sell |
26,285
-1,661
| -6% | -$71.7K | 0.05% | 221 |
|
|
2024
Q1 | $1.44M | Sell |
27,946
-131
| -0.5% | -$6.76K | 0.08% | 158 |
|
|
2023
Q4 | $1.6M | Buy |
28,077
+1,275
| +5% | +$72.8K | 0.1% | 143 |
|
|
2023
Q3 | $1.55M | Sell |
26,802
-3,435
| -11% | -$198K | 0.11% | 138 |
|
|
2023
Q2 | $2.02M | Buy |
30,237
+3,006
| +11% | +$201K | 0.15% | 118 |
|
|
2023
Q1 | $1.75M | Hold |
27,231
| – | – | 0.23% | 88 |
|
|
2022
Q4 | $1.79M | Buy |
+27,231
| New | +$1.79M | 0.32% | 69 |
|