Independent Advisor Alliance’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 | $423K | Sell |
15,705
-1,269
| -7% | -$34.1K | 0.01% | 636 |
|
|
2025
Q1 | $576K | Buy |
16,974
+1,463
| +9% | +$49.7K | 0.02% | 498 |
|
|
2024
Q4 | $589K | Buy |
15,511
+2,936
| +23% | +$112K | 0.01% | 904 |
|
|
2024
Q3 | $619K | Buy |
12,575
+1,232
| +11% | +$60.6K | 0.02% | 414 |
|
|
2024
Q2 | $490K | Buy |
11,343
+2,477
| +28% | +$107K | 0.02% | 468 |
|
|
2024
Q1 | $458K | Buy |
8,866
+1,085
| +14% | +$56K | 0.02% | 473 |
|
|
2023
Q4 | $444K | Sell |
7,781
-2,640
| -25% | -$151K | 0.02% | 459 |
|
|
2023
Q3 | $601K | Buy |
10,421
+294
| +3% | +$17K | 0.03% | 379 |
|
|
2023
Q2 | $676K | Buy |
10,127
+58
| +0.6% | +$3.87K | 0.03% | 363 |
|
|
2023
Q1 | $647K | Buy |
+10,069
| New | +$647K | 0.03% | 369 |
|
|
2022
Q4 | – | Sell |
-8,490
| Closed | -$565K | – | 446 |
|
|
2022
Q3 | $565K | Buy |
8,490
+2,076
| +32% | +$138K | 0.03% | 342 |
|
|
2022
Q2 | $450K | Buy |
6,414
+371
| +6% | +$26K | 0.03% | 393 |
|
|
2022
Q1 | $405K | Buy |
6,043
+2,415
| +67% | +$162K | 0.02% | 444 |
|
|
2021
Q4 | $264K | Buy |
+3,628
| New | +$264K | 0.01% | 556 |
|