Harel Insurance Investments & 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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $70K | Buy |
+2,616
| New | +$70K | ﹤0.01% | 335 |
|
2021
Q4 | – | Sell |
-1,068
| Closed | -$72K | – | 751 |
|
2021
Q3 | $72K | Hold |
1,068
| – | – | ﹤0.01% | 493 |
|
2021
Q2 | $80K | Buy |
1,068
+548
| +105% | +$41K | ﹤0.01% | 668 |
|
2021
Q1 | $36K | Buy |
+520
| New | +$36K | ﹤0.01% | 658 |
|
2020
Q4 | – | Sell |
-520
| Closed | -$39K | – | 723 |
|
2020
Q3 | $39K | Hold |
520
| – | – | ﹤0.01% | 487 |
|
2020
Q2 | $33K | Buy |
520
+43
| +9% | +$2.73K | ﹤0.01% | 426 |
|
2020
Q1 | $26K | Sell |
477
-593
| -55% | -$32.3K | ﹤0.01% | 319 |
|
2019
Q4 | $72K | Sell |
1,070
-4,383
| -80% | -$295K | ﹤0.01% | 322 |
|
2019
Q3 | $342K | Buy |
+5,453
| New | +$342K | 0.02% | 151 |
|
2019
Q2 | – | Sell |
-1,500
| Closed | -$79K | – | 467 |
|
2019
Q1 | $79K | Buy |
+1,500
| New | +$79K | ﹤0.01% | 229 |
|