EWM
Evercore Wealth Management’s Brown-Forman Class A BF.A Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-3,598
| Closed | -$235K | – | 415 |
|
|
2023
Q1 | $235K | Hold |
3,598
| – | – | ﹤0.01% | 360 |
|
|
2022
Q4 | $237K | Hold |
3,598
| – | – | 0.01% | 359 |
|
|
2022
Q3 | $243K | Sell |
3,598
-82
| -2% | -$5.54K | 0.01% | 346 |
|
|
2022
Q2 | $249K | Hold |
3,680
| – | – | 0.01% | 343 |
|
|
2022
Q1 | $231K | Buy |
+3,680
| New | +$231K | ﹤0.01% | 397 |
|