Jones Financial Companies’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 | $153K | Buy |
5,768
+2,125
| +58% | +$56.2K | ﹤0.01% | 1766 |
|
|
2025
Q1 | $125K | Buy |
3,643
+788
| +28% | +$27.1K | ﹤0.01% | 1678 |
|
|
2024
Q4 | $108K | Buy |
2,855
+150
| +6% | +$5.7K | ﹤0.01% | 1597 |
|
|
2024
Q3 | $131K | Buy |
2,705
+1,878
| +227% | +$90.8K | ﹤0.01% | 1304 |
|
|
2024
Q2 | $35.7K | Buy |
+827
| New | +$35.7K | ﹤0.01% | 1369 |
|
|
2023
Q2 | – | Sell |
-1,195
| Closed | -$76.8K | – | 536 |
|
|
2023
Q1 | $76.8K | Sell |
1,195
-1,224
| -51% | -$78.7K | ﹤0.01% | 329 |
|
|
2022
Q4 | $159K | Buy |
+2,419
| New | +$159K | ﹤0.01% | 274 |
|