EP Wealth Advisors’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 | $703K | Sell |
25,574
-385
| -1% | -$10.6K | ﹤0.01% | 657 |
|
|
2025
Q1 | $869K | Hold |
25,959
| – | – | 0.01% | 538 |
|
|
2024
Q4 | $978K | Sell |
25,959
-665
| -2% | -$25.1K | 0.01% | 504 |
|
|
2024
Q3 | $1.28M | Buy |
26,624
+2
| +0% | +$96 | 0.01% | 441 |
|
|
2024
Q2 | $1.17M | Buy |
26,622
+22,960
| +627% | +$1.01M | 0.01% | 359 |
|
|
2024
Q1 | $194K | Sell |
3,662
-13
| -0.4% | -$688 | ﹤0.01% | 742 |
|
|
2023
Q4 | $219K | Buy |
3,675
+16
| +0.4% | +$953 | ﹤0.01% | 693 |
|
|
2023
Q3 | $213K | Sell |
3,659
-15,811
| -81% | -$919K | ﹤0.01% | 651 |
|
|
2023
Q2 | $249K | Buy |
+19,470
| New | +$249K | ﹤0.01% | 602 |
|