Gen-Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $377K | Sell |
14,027
-1,157
| -8% | -$31.1K | 0.15% | 155 |
|
|
2025
Q1 | $515K | Buy |
15,184
+2,337
| +18% | +$79.3K | 0.22% | 127 |
|
|
2024
Q4 | $488K | Buy |
12,847
+1,721
| +15% | +$65.4K | 0.21% | 137 |
|
|
2024
Q3 | $506K | Buy |
11,126
+969
| +10% | +$44K | 0.22% | 130 |
|
|
2024
Q2 | $439K | Sell |
10,157
-659
| -6% | -$28.5K | 0.21% | 120 |
|
|
2024
Q1 | $558K | Buy |
+10,816
| New | +$558K | 0.28% | 85 |
|