Key Financial Inc’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-227
| Closed | -$11.7K | – | 1345 |
|
|
2024
Q1 | $11.7K | Hold |
227
| – | – | ﹤0.01% | 715 |
|
|
2023
Q4 | $13K | Hold |
227
| – | – | ﹤0.01% | 674 |
|
|
2023
Q3 | $13.1K | Hold |
227
| – | – | ﹤0.01% | 653 |
|
|
2023
Q2 | $15.2K | Hold |
227
| – | – | 0.01% | 641 |
|
|
2023
Q1 | $14.6K | Hold |
227
| – | – | 0.01% | 601 |
|
|
2022
Q4 | $15.1K | Hold |
227
| – | – | 0.01% | 541 |
|
|
2022
Q3 | $15K | Hold |
227
| – | – | 0.01% | 546 |
|
|
2022
Q2 | $16K | Hold |
227
| – | – | 0.01% | 541 |
|
|
2022
Q1 | $15K | Hold |
227
| – | – | 0.01% | 541 |
|
|
2021
Q4 | $17K | Hold |
227
| – | – | 0.01% | 510 |
|
|
2021
Q3 | $15K | Hold |
227
| – | – | 0.01% | 509 |
|
|
2021
Q2 | $16K | Buy |
+227
| New | +$16K | 0.01% | 498 |
|
|
2020
Q2 | – | Sell |
-250
| Closed | -$14K | – | 141 |
|
|
2020
Q1 | $14K | Buy |
+250
| New | +$14K | 0.01% | 364 |
|