Laird Norton Wetherby Wealth Management’s Brown-Forman Class B BF.B Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-7,011
| Closed | -$470K | – | 901 |
|
|
2022
Q1 | $470K | Sell |
7,011
-102
| -1% | -$6.84K | 0.03% | 545 |
|
|
2021
Q4 | $518K | Buy |
7,113
+162
| +2% | +$11.8K | 0.03% | 507 |
|
|
2021
Q3 | $466K | Sell |
6,951
-286
| -4% | -$19.2K | 0.03% | 522 |
|
|
2021
Q2 | $543K | Buy |
7,237
+144
| +2% | +$10.8K | 0.03% | 478 |
|
|
2021
Q1 | $490K | Sell |
7,093
-679
| -9% | -$46.9K | 0.04% | 439 |
|
|
2020
Q4 | $617K | Buy |
7,772
+444
| +6% | +$35.2K | 0.04% | 397 |
|
|
2020
Q3 | $552K | Buy |
7,328
+402
| +6% | +$30.3K | 0.05% | 354 |
|
|
2020
Q2 | $441K | Buy |
6,926
+1,092
| +19% | +$69.5K | 0.04% | 386 |
|
|
2020
Q1 | $324K | Buy |
5,834
+913
| +19% | +$50.7K | 0.04% | 429 |
|
|
2019
Q4 | $333K | Buy |
4,921
+48
| +1% | +$3.25K | 0.03% | 505 |
|
|
2019
Q3 | $306K | Buy |
4,873
+234
| +5% | +$14.7K | 0.03% | 538 |
|
|
2019
Q2 | $258K | Buy |
4,639
+65
| +1% | +$3.62K | 0.03% | 579 |
|
|
2019
Q1 | $241K | Sell |
4,574
-46
| -1% | -$2.42K | 0.03% | 567 |
|
|
2018
Q4 | $220K | Buy |
4,620
+307
| +7% | +$14.6K | 0.03% | 557 |
|
|
2018
Q3 | $218K | Sell |
4,313
-136
| -3% | -$6.87K | 0.03% | 604 |
|
|
2018
Q2 | $218K | Sell |
4,449
-411
| -8% | -$20.1K | 0.03% | 578 |
|
|
2018
Q1 | $264K | Sell |
4,860
-560
| -10% | -$30.4K | 0.04% | 510 |
|
|
2017
Q4 | $238K | Buy |
+5,420
| New | +$238K | 0.03% | 531 |
|