Foundations Investment Advisors’s Brown-Forman Class B BF.B Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-4,439
| Closed | -$218K | – | 844 |
|
|
2024
Q3 | $218K | Buy |
+4,439
| New | +$218K | ﹤0.01% | 743 |
|
|
2024
Q2 | – | Sell |
-4,489
| Closed | -$232K | – | 756 |
|
|
2024
Q1 | $232K | Sell |
4,489
-65
| -1% | -$3.36K | 0.01% | 642 |
|
|
2023
Q4 | $260K | Buy |
4,554
+85
| +2% | +$4.85K | 0.01% | 586 |
|
|
2023
Q3 | $258K | Sell |
4,469
-169
| -4% | -$9.75K | 0.01% | 549 |
|
|
2023
Q2 | $310K | Sell |
4,638
-27
| -0.6% | -$1.8K | 0.01% | 466 |
|
|
2023
Q1 | $300K | Buy |
+4,665
| New | +$300K | 0.01% | 402 |
|