EverSource Wealth Advisors’s Brown-Forman Class B BF.B Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $99.3K | Buy |
3,690
+946
| +34% | +$25.5K | ﹤0.01% | 1202 |
|
|
2025
Q1 | $93.1K | Sell |
2,744
-1,478
| -35% | -$50.2K | 0.01% | 932 |
|
|
2024
Q4 | $160K | Buy |
4,222
+2,684
| +175% | +$102K | 0.01% | 740 |
|
|
2024
Q3 | $75.7K | Buy |
1,538
+276
| +22% | +$13.6K | ﹤0.01% | 893 |
|
|
2024
Q2 | $57K | Sell |
1,262
-1
| -0.1% | -$45 | ﹤0.01% | 1032 |
|
|
2024
Q1 | $60.4K | Buy |
1,263
+104
| +9% | +$4.98K | ﹤0.01% | 894 |
|
|
2023
Q4 | $66.2K | Sell |
1,159
-89
| -7% | -$5.08K | 0.01% | 793 |
|
|
2023
Q3 | $72K | Sell |
1,248
-20
| -2% | -$1.15K | 0.01% | 686 |
|
|
2023
Q2 | $84.7K | Buy |
1,268
+5
| +0.4% | +$334 | 0.01% | 637 |
|
|
2023
Q1 | $81.2K | Sell |
1,263
-153
| -11% | -$9.83K | 0.01% | 617 |
|
|
2022
Q4 | $93K | Buy |
1,416
+119
| +9% | +$7.82K | 0.01% | 532 |
|
|
2022
Q3 | $86K | Hold |
1,297
| – | – | 0.02% | 467 |
|
|
2022
Q2 | $91K | Buy |
1,297
+77
| +6% | +$5.4K | 0.02% | 396 |
|
|
2022
Q1 | $82K | Buy |
1,220
+79
| +7% | +$5.31K | 0.02% | 371 |
|
|
2021
Q4 | $83K | Buy |
+1,141
| New | +$83K | 0.02% | 331 |
|