Larson Financial Group’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 | $493K | Buy |
18,309
+2,415
| +15% | +$65K | 0.02% | 433 |
|
|
2025
Q1 | $539K | Buy |
15,894
+7,344
| +86% | +$249K | 0.03% | 388 |
|
|
2024
Q4 | $325K | Buy |
8,550
+1,323
| +18% | +$50.2K | 0.02% | 459 |
|
|
2024
Q3 | $356K | Buy |
7,227
+5,003
| +225% | +$246K | 0.02% | 422 |
|
|
2024
Q2 | $96.1K | Buy |
+2,224
| New | +$96.1K | 0.01% | 659 |
|
|
2024
Q1 | – | Sell |
-10
| Closed | -$571 | – | 1796 |
|
|
2023
Q4 | $571 | Hold |
10
| – | – | ﹤0.01% | 1555 |
|
|
2023
Q3 | $577 | Hold |
10
| – | – | ﹤0.01% | 1562 |
|
|
2023
Q2 | $668 | Hold |
10
| – | – | ﹤0.01% | 1408 |
|
|
2023
Q1 | $643 | Sell |
10
-292
| -97% | -$18.8K | ﹤0.01% | 1393 |
|
|
2022
Q4 | $19.8K | Buy |
302
+1
| +0.3% | +$66 | ﹤0.01% | 690 |
|
|
2022
Q3 | $20K | Buy |
301
+1
| +0.3% | +$66 | ﹤0.01% | 630 |
|
|
2022
Q2 | $21K | Buy |
300
+10
| +3% | +$700 | ﹤0.01% | 533 |
|
|
2022
Q1 | $19K | Hold |
290
| – | – | ﹤0.01% | 533 |
|
|
2021
Q4 | $21K | Buy |
290
+2
| +0.7% | +$145 | ﹤0.01% | 526 |
|
|
2021
Q3 | $19K | Buy |
+288
| New | +$19K | ﹤0.01% | 473 |
|