Geneos Wealth Management’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 | $3.47K | Sell |
129
-354
| -73% | -$9.53K | ﹤0.01% | 2674 |
|
|
2025
Q1 | $16.4K | Buy |
483
+271
| +128% | +$9.2K | ﹤0.01% | 2412 |
|
|
2024
Q4 | $8.05K | Sell |
212
-21
| -9% | -$798 | ﹤0.01% | 2141 |
|
|
2024
Q3 | $11.5K | Buy |
233
+171
| +276% | +$8.41K | ﹤0.01% | 1786 |
|
|
2024
Q2 | $2.68K | Buy |
+62
| New | +$2.68K | ﹤0.01% | 1835 |
|
|
2024
Q1 | – | Sell |
-23
| Closed | -$1.31K | – | 2131 |
|
|
2023
Q4 | $1.31K | Buy |
+23
| New | +$1.31K | ﹤0.01% | 1982 |
|
|
2022
Q3 | – | Sell |
-868
| Closed | -$62K | – | 2059 |
|
|
2022
Q2 | $62K | Hold |
868
| – | – | ﹤0.01% | 1185 |
|
|
2022
Q1 | $58K | Sell |
868
-56
| -6% | -$3.74K | ﹤0.01% | 1313 |
|
|
2021
Q4 | $67K | Buy |
924
+56
| +6% | +$4.06K | ﹤0.01% | 1341 |
|
|
2021
Q3 | $58K | Hold |
868
| – | – | ﹤0.01% | 1411 |
|
|
2021
Q2 | $64K | Hold |
868
| – | – | ﹤0.01% | 1363 |
|
|
2021
Q1 | $66K | Hold |
868
| – | – | ﹤0.01% | 1481 |
|
|
2020
Q4 | $60K | Hold |
868
| – | – | ﹤0.01% | 1362 |
|
|
2020
Q3 | $64K | Hold |
868
| – | – | ﹤0.01% | 1137 |
|
|
2020
Q2 | $52K | Sell |
868
-110
| -11% | -$6.59K | ﹤0.01% | 1194 |
|
|
2020
Q1 | $53K | Hold |
978
| – | – | ﹤0.01% | 1086 |
|
|
2019
Q4 | $66K | Hold |
978
| – | – | ﹤0.01% | 1122 |
|
|
2019
Q3 | $61K | Buy |
978
+37
| +4% | +$2.31K | ﹤0.01% | 1081 |
|
|
2019
Q2 | $52K | Buy |
941
+39
| +4% | +$2.16K | ﹤0.01% | 1157 |
|
|
2019
Q1 | $47K | Sell |
902
-42
| -4% | -$2.19K | ﹤0.01% | 1172 |
|
|
2018
Q4 | $44K | Buy |
944
+76
| +9% | +$3.54K | ﹤0.01% | 1150 |
|
|
2018
Q3 | $43K | Hold |
868
| – | – | ﹤0.01% | 1241 |
|
|
2018
Q2 | $42K | Hold |
868
| – | – | ﹤0.01% | 1123 |
|
|
2018
Q1 | $47K | Sell |
868
-29
| -3% | -$1.57K | ﹤0.01% | 1018 |
|
|
2017
Q4 | $39K | Hold |
897
| – | – | ﹤0.01% | 1110 |
|
|
2017
Q3 | $31K | Hold |
897
| – | – | ﹤0.01% | 1150 |
|
|
2017
Q2 | $27K | Hold |
897
| – | – | ﹤0.01% | 1153 |
|
|
2017
Q1 | $26K | Hold |
897
| – | – | ﹤0.01% | 1140 |
|
|
2016
Q4 | $25K | Hold |
897
| – | – | ﹤0.01% | 1089 |
|
|
2016
Q3 | $27K | Buy |
897
+313
| +54% | +$9.42K | ﹤0.01% | 1019 |
|
|
2016
Q2 | $18K | Hold |
584
| – | – | ﹤0.01% | 1143 |
|
|
2016
Q1 | $18K | Buy |
+584
| New | +$18K | ﹤0.01% | 1120 |
|