IFP Advisors’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 | $12.1K | Buy |
449
+60
| +15% | +$1.61K | ﹤0.01% | 2817 |
|
|
2025
Q1 | $13.2K | Buy |
389
+201
| +107% | +$6.82K | ﹤0.01% | 2471 |
|
|
2024
Q4 | $7.14K | Buy |
188
+70
| +59% | +$2.66K | ﹤0.01% | 2673 |
|
|
2024
Q3 | $5.81K | Sell |
118
-137
| -54% | -$6.74K | ﹤0.01% | 2618 |
|
|
2024
Q2 | $11K | Buy |
255
+118
| +86% | +$5.1K | ﹤0.01% | 2310 |
|
|
2024
Q1 | $7.07K | Sell |
137
-13
| -9% | -$671 | ﹤0.01% | 2355 |
|
|
2023
Q4 | $8.57K | Sell |
150
-1,833
| -92% | -$105K | ﹤0.01% | 2248 |
|
|
2023
Q3 | $114K | Buy |
1,983
+14
| +0.7% | +$808 | 0.01% | 1194 |
|
|
2023
Q2 | $131K | Sell |
1,969
-2,807
| -59% | -$187K | 0.01% | 1197 |
|
|
2023
Q1 | $265K | Sell |
4,776
-4,279
| -47% | -$238K | 0.01% | 834 |
|
|
2022
Q4 | $510K | Sell |
9,055
-233
| -3% | -$13.1K | 0.01% | 889 |
|
|
2022
Q3 | $521K | Buy |
9,288
+792
| +9% | +$44.4K | 0.01% | 911 |
|
|
2022
Q2 | $475K | Hold |
8,496
| – | – | 0.02% | 877 |
|
|
2022
Q1 | $475K | Buy |
8,496
+3,382
| +66% | +$189K | 0.02% | 877 |
|
|
2021
Q4 | $374K | Buy |
5,114
+746
| +17% | +$54.6K | 0.01% | 692 |
|
|
2021
Q3 | $295K | Buy |
4,368
+1,334
| +44% | +$90.1K | 0.01% | 751 |
|
|
2021
Q2 | $227K | Buy |
3,034
+55
| +2% | +$4.12K | ﹤0.01% | 844 |
|
|
2021
Q1 | $204K | Sell |
2,979
-140
| -4% | -$9.59K | ﹤0.01% | 828 |
|
|
2020
Q4 | $250K | Buy |
3,119
+152
| +5% | +$12.2K | 0.01% | 721 |
|
|
2020
Q3 | $224K | Buy |
2,967
+114
| +4% | +$8.61K | 0.01% | 666 |
|
|
2020
Q2 | $180K | Buy |
2,853
+48
| +2% | +$3.03K | 0.01% | 705 |
|
|
2020
Q1 | $155K | Sell |
2,805
-143
| -5% | -$7.9K | 0.02% | 658 |
|
|
2019
Q4 | $200K | Buy |
2,948
+132
| +5% | +$8.96K | 0.02% | 664 |
|
|
2019
Q3 | $175K | Buy |
+2,816
| New | +$175K | 0.01% | 816 |
|
|
2019
Q1 | $7K | Sell |
125
-27,243
| -100% | -$1.53M | ﹤0.01% | 1746 |
|
|
2018
Q4 | $1.3M | Buy |
27,368
+33
| +0.1% | +$1.57K | 0.08% | 279 |
|
|
2018
Q3 | $1.38M | Sell |
27,335
-2,887
| -10% | -$146K | 0.06% | 344 |
|
|
2018
Q2 | $1.48M | Buy |
30,222
+22,801
| +307% | +$1.12M | 0.06% | 314 |
|
|
2018
Q1 | $510K | Sell |
7,421
-4,174
| -36% | -$287K | 0.02% | 617 |
|
|
2017
Q4 | $510K | Sell |
11,595
-32,327
| -74% | -$1.42M | 0.02% | 615 |
|
|
2017
Q3 | $1.53M | Sell |
43,922
-380
| -0.9% | -$13.2K | 0.06% | 329 |
|
|
2017
Q2 | $1.38M | Sell |
44,302
-3,695
| -8% | -$115K | 0.06% | 344 |
|
|
2017
Q1 | $1.42M | Buy |
47,997
+278
| +0.6% | +$8.22K | 0.06% | 330 |
|
|
2016
Q4 | $1.37M | Buy |
47,719
+4,436
| +10% | +$128K | 0.07% | 318 |
|
|
2016
Q3 | $1.31M | Buy |
43,283
+614
| +1% | +$18.6K | 0.07% | 297 |
|
|
2016
Q2 | $1.36M | Buy |
42,669
+42,278
| +10,813% | +$1.35M | 0.08% | 286 |
|
|
2016
Q1 | $7K | Sell |
391
-44,056
| -99% | -$789K | ﹤0.01% | 1746 |
|
|
2015
Q4 | $1.41M | Buy |
+44,447
| New | +$1.41M | 0.09% | 231 |
|