Kovitz Investment Group Partners’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 | $478K | Sell |
17,758
-998
| -5% | -$26.9K | ﹤0.01% | 985 |
|
|
2025
Q1 | $637K | Sell |
18,756
-264
| -1% | -$8.96K | ﹤0.01% | 849 |
|
|
2024
Q4 | $722K | Buy |
+19,020
| New | +$722K | ﹤0.01% | 794 |
|
|
2022
Q1 | – | Sell |
-4,077
| Closed | -$324K | – | 412 |
|
|
2021
Q4 | $324K | Buy |
+4,077
| New | +$324K | 0.01% | 358 |
|
|
2021
Q1 | – | Sell |
-4,077
| Closed | -$324K | – | 400 |
|
|
2020
Q4 | $324K | Hold |
4,077
| – | – | 0.01% | 353 |
|
|
2020
Q3 | $307K | Hold |
4,077
| – | – | 0.01% | 348 |
|
|
2020
Q2 | $260K | Hold |
4,077
| – | – | 0.01% | 340 |
|
|
2020
Q1 | $226K | Hold |
4,077
| – | – | 0.01% | 339 |
|
|
2019
Q4 | $276K | Buy |
4,077
+23
| +0.6% | +$1.56K | 0.01% | 346 |
|
|
2019
Q3 | $255K | Buy |
+4,054
| New | +$255K | 0.01% | 340 |
|