First Personal Financial Services’s Brown-Forman Class B BF.B Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $27.7K | Buy |
564
+2
| +0.4% | +$98 | 0.01% | 242 |
|
|
2024
Q2 | $24.3K | Hold |
562
| – | – | 0.01% | 228 |
|
|
2024
Q1 | $29K | Hold |
562
| – | – | 0.01% | 215 |
|
|
2023
Q4 | $32.1K | Hold |
562
| – | – | 0.01% | 233 |
|
|
2023
Q3 | $32.4K | Hold |
562
| – | – | 0.01% | 228 |
|
|
2023
Q2 | $37.5K | Hold |
562
| – | – | 0.01% | 227 |
|
|
2023
Q1 | $36.1K | Hold |
562
| – | – | 0.01% | 234 |
|
|
2022
Q4 | $36.9K | Hold |
562
| – | – | 0.01% | 238 |
|
|
2022
Q3 | $37K | Hold |
562
| – | – | 0.01% | 223 |
|
|
2022
Q2 | $39K | Hold |
562
| – | – | 0.01% | 198 |
|
|
2022
Q1 | $38K | Hold |
562
| – | – | 0.01% | 212 |
|
|
2021
Q4 | $41K | Hold |
562
| – | – | 0.01% | 209 |
|
|
2021
Q3 | $38K | Hold |
562
| – | – | 0.01% | 208 |
|
|
2021
Q2 | $42K | Hold |
562
| – | – | 0.01% | 204 |
|
|
2021
Q1 | $39K | Hold |
562
| – | – | 0.01% | 205 |
|
|
2020
Q4 | $45K | Hold |
562
| – | – | 0.01% | 192 |
|
|
2020
Q3 | $42K | Hold |
562
| – | – | 0.01% | 192 |
|
|
2020
Q2 | $36K | Buy |
+562
| New | +$36K | 0.01% | 205 |
|
|
2019
Q4 | – | Sell |
-165
| Closed | -$8K | – | 535 |
|
|
2019
Q3 | $8K | Hold |
165
| – | – | ﹤0.01% | 373 |
|
|
2019
Q2 | $8K | Hold |
165
| – | – | ﹤0.01% | 520 |
|
|
2019
Q1 | $8K | Buy |
165
+29
| +21% | +$1.41K | ﹤0.01% | 519 |
|
|
2018
Q4 | $6K | Buy |
136
+34
| +33% | +$1.5K | ﹤0.01% | 534 |
|
|
2018
Q3 | $5K | Buy |
102
+29
| +40% | +$1.42K | ﹤0.01% | 589 |
|
|
2018
Q2 | $4K | Sell |
73
-26
| -26% | -$1.43K | ﹤0.01% | 588 |
|
|
2018
Q1 | $5K | Buy |
+99
| New | +$5K | ﹤0.01% | 910 |
|