Edgestream 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-80,463
| Closed | -$3.55M | – | 848 |
|
|
2024
Q2 | $3.55M | Buy |
80,463
+76,379
| +1,870% | +$3.37M | 0.17% | 204 |
|
|
2024
Q1 | $216K | Sell |
4,084
-16,158
| -80% | -$856K | 0.01% | 775 |
|
|
2023
Q4 | $1.21M | Buy |
20,242
+7,972
| +65% | +$475K | 0.09% | 387 |
|
|
2023
Q3 | $713K | Buy |
12,270
+7,693
| +168% | +$447K | 0.06% | 499 |
|
|
2023
Q2 | $312K | Buy |
+4,577
| New | +$312K | 0.03% | 624 |
|