EverSource Wealth Advisors’s Brown-Forman Class A BF.A Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $92.4K | Buy |
3,365
+960
| +40% | +$26.4K | ﹤0.01% | 1247 |
|
|
2025
Q1 | $80.5K | Buy |
2,405
+515
| +27% | +$17.2K | ﹤0.01% | 997 |
|
|
2024
Q4 | $71.2K | Hold |
1,890
| – | – | ﹤0.01% | 1036 |
|
|
2024
Q3 | $90.9K | Hold |
1,890
| – | – | 0.01% | 828 |
|
|
2024
Q2 | $86.2K | Hold |
1,890
| – | – | 0.01% | 857 |
|
|
2024
Q1 | $92.7K | Hold |
1,890
| – | – | 0.01% | 737 |
|
|
2023
Q4 | $113K | Sell |
1,890
-15
| -0.8% | -$894 | 0.01% | 595 |
|
|
2023
Q3 | $111K | Sell |
1,905
-25
| -1% | -$1.45K | 0.01% | 540 |
|
|
2023
Q2 | $131K | Sell |
1,930
-5
| -0.3% | -$340 | 0.01% | 492 |
|
|
2023
Q1 | $126K | Buy |
1,935
+37
| +2% | +$2.41K | 0.02% | 472 |
|
|
2022
Q4 | $125K | Sell |
1,898
-821
| -30% | -$54K | 0.02% | 449 |
|
|
2022
Q3 | $184K | Buy |
2,719
+829
| +44% | +$56.1K | 0.04% | 310 |
|
|
2022
Q2 | $128K | Hold |
1,890
| – | – | 0.03% | 321 |
|
|
2022
Q1 | $119K | Hold |
1,890
| – | – | 0.03% | 307 |
|
|
2021
Q4 | $128K | Buy |
+1,890
| New | +$128K | 0.04% | 276 |
|