IFP Advisors’s Brown-Forman Class A BF.A Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.31K | Buy |
84
+73
| +664% | +$2K | ﹤0.01% | 3832 |
|
|
2025
Q1 | $368 | Sell |
11
-4
| -27% | -$134 | ﹤0.01% | 3526 |
|
|
2024
Q4 | $566 | Buy |
15
+11
| +275% | +$415 | ﹤0.01% | 3390 |
|
|
2024
Q3 | $192 | Hold |
4
| – | – | ﹤0.01% | 3209 |
|
|
2024
Q2 | $177 | Buy |
4
+2
| +100% | +$89 | ﹤0.01% | 3148 |
|
|
2024
Q1 | $106 | Hold |
2
| – | – | ﹤0.01% | 3059 |
|
|
2023
Q4 | $119 | Buy |
+2
| New | +$119 | ﹤0.01% | 2963 |
|
|
2023
Q1 | – | Sell |
-620
| Closed | -$34K | – | 3452 |
|
|
2022
Q4 | $34K | Buy |
620
+1
| +0.2% | +$55 | ﹤0.01% | 2501 |
|
|
2022
Q3 | $33K | Buy |
619
+2
| +0.3% | +$107 | ﹤0.01% | 2683 |
|
|
2022
Q2 | $33K | Hold |
617
| – | – | ﹤0.01% | 2451 |
|
|
2022
Q1 | $33K | Buy |
+617
| New | +$33K | ﹤0.01% | 2451 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 3432 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 3151 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 3082 |
|
|
2019
Q1 | – | Sell |
-15,346
| Closed | -$721K | – | 2445 |
|
|
2018
Q4 | $721K | Hold |
15,346
| – | – | 0.04% | 437 |
|
|
2018
Q3 | $780K | Hold |
15,346
| – | – | 0.03% | 510 |
|
|
2018
Q2 | $750K | Buy |
+15,346
| New | +$750K | 0.03% | 508 |
|
|
2017
Q4 | – | Sell |
-19,251
| Closed | -$858K | – | 3764 |
|
|
2017
Q3 | $858K | Buy |
19,251
+68
| +0.4% | +$3.03K | 0.03% | 488 |
|
|
2017
Q2 | $757K | Buy |
19,183
+74
| +0.4% | +$2.92K | 0.03% | 519 |
|
|
2017
Q1 | $720K | Buy |
19,109
+74
| +0.4% | +$2.79K | 0.03% | 532 |
|
|
2016
Q4 | $704K | Buy |
19,035
+64
| +0.3% | +$2.37K | 0.03% | 492 |
|
|
2016
Q3 | $755K | Buy |
18,971
+58
| +0.3% | +$2.31K | 0.04% | 437 |
|
|
2016
Q2 | $817K | Buy |
+18,913
| New | +$817K | 0.05% | 394 |
|
|
2016
Q1 | – | Sell |
-19,395
| Closed | -$854K | – | 2447 |
|
|
2015
Q4 | $854K | Buy |
+19,395
| New | +$854K | 0.06% | 346 |
|