JPMorgan Chase & Co’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 | $268K | Buy |
9,743
+833
| +9% | +$22.9K | ﹤0.01% | 4334 |
|
2025
Q1 | $298K | Buy |
8,910
+2,310
| +35% | +$77.3K | ﹤0.01% | 4284 |
|
2024
Q4 | $249K | Sell |
6,600
-2,507
| -28% | -$94.5K | ﹤0.01% | 4445 |
|
2024
Q3 | $438K | Buy |
9,107
+2,227
| +32% | +$107K | ﹤0.01% | 4087 |
|
2024
Q2 | $304K | Buy |
6,880
+1,555
| +29% | +$68.6K | ﹤0.01% | 4074 |
|
2024
Q1 | $282K | Buy |
5,325
+1,917
| +56% | +$102K | ﹤0.01% | 4270 |
|
2023
Q4 | $203K | Sell |
3,408
-96
| -3% | -$5.72K | ﹤0.01% | 4438 |
|
2023
Q3 | $204K | Buy |
3,504
+193
| +6% | +$11.2K | ﹤0.01% | 4232 |
|
2023
Q2 | $225K | Buy |
3,311
+786
| +31% | +$53.5K | ﹤0.01% | 4217 |
|
2023
Q1 | $164K | Buy |
2,525
+375
| +17% | +$24.4K | ﹤0.01% | 4418 |
|
2022
Q4 | $142K | Buy |
2,150
+45
| +2% | +$2.97K | ﹤0.01% | 4354 |
|
2022
Q3 | $142K | Buy |
2,105
+292
| +16% | +$19.7K | ﹤0.01% | 4314 |
|
2022
Q2 | $123K | Buy |
1,813
+236
| +15% | +$16K | ﹤0.01% | 4543 |
|
2022
Q1 | $99K | Buy |
1,577
+363
| +30% | +$22.8K | ﹤0.01% | 4751 |
|
2021
Q4 | $82K | Sell |
1,214
-1,248
| -51% | -$84.3K | ﹤0.01% | 4902 |
|
2021
Q3 | $154K | Sell |
2,462
-4,887
| -66% | -$306K | ﹤0.01% | 4528 |
|
2021
Q2 | $518K | Buy |
7,349
+4,644
| +172% | +$327K | ﹤0.01% | 3971 |
|
2021
Q1 | $173K | Buy |
2,705
+2,112
| +356% | +$135K | ﹤0.01% | 4502 |
|
2020
Q4 | $44K | Buy |
593
+69
| +13% | +$5.12K | ﹤0.01% | 4471 |
|
2020
Q3 | $36K | Sell |
524
-12,038
| -96% | -$827K | ﹤0.01% | 4370 |
|
2020
Q2 | $723K | Sell |
12,562
-811
| -6% | -$46.7K | ﹤0.01% | 3159 |
|
2020
Q1 | $687K | Buy |
13,373
+2,345
| +21% | +$120K | ﹤0.01% | 3152 |
|
2019
Q4 | $692K | Buy |
11,028
+9,346
| +556% | +$586K | ﹤0.01% | 3269 |
|
2019
Q3 | $101K | Sell |
1,682
-441
| -21% | -$26.5K | ﹤0.01% | 3991 |
|
2019
Q2 | $117K | Sell |
2,123
-616
| -22% | -$33.9K | ﹤0.01% | 3964 |
|
2019
Q1 | $140K | Buy |
2,739
+672
| +33% | +$34.3K | ﹤0.01% | 3891 |
|
2018
Q4 | $98K | Buy |
2,067
+577
| +39% | +$27.4K | ﹤0.01% | 4053 |
|
2018
Q3 | $76K | Sell |
1,490
-2,144
| -59% | -$109K | ﹤0.01% | 4211 |
|
2018
Q2 | $177K | Buy |
3,634
+2,486
| +217% | +$121K | ﹤0.01% | 3867 |
|
2018
Q1 | $61K | Sell |
1,148
-6,238
| -84% | -$331K | ﹤0.01% | 4085 |
|
2017
Q4 | $397K | Buy |
7,386
+5,377
| +268% | +$289K | ﹤0.01% | 3430 |
|
2017
Q3 | $90K | Buy |
2,009
+1,670
| +493% | +$74.8K | ﹤0.01% | 3669 |
|
2017
Q2 | $13K | Buy |
339
+65
| +24% | +$2.49K | ﹤0.01% | 3997 |
|
2017
Q1 | $10K | Hold |
274
| – | – | ﹤0.01% | 4197 |
|
2016
Q4 | $10K | Buy |
274
+15
| +6% | +$547 | ﹤0.01% | 4250 |
|
2016
Q3 | $10K | Sell |
259
-784
| -75% | -$30.3K | ﹤0.01% | 3846 |
|
2016
Q2 | $45K | Buy |
1,043
+88
| +9% | +$3.8K | ﹤0.01% | 3563 |
|
2016
Q1 | $41K | Sell |
955
-105
| -10% | -$4.51K | ﹤0.01% | 3457 |
|
2015
Q4 | $46K | Buy |
+1,060
| New | +$46K | ﹤0.01% | 3377 |
|