LWA
Lowe Wealth Advisors’s Brown-Forman Class B BF.B Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | – | Sell |
-45
| Closed | -$3.01K | – | 310 |
|
2023
Q2 | $3.01K | Hold |
45
| – | – | ﹤0.01% | 292 |
|
2023
Q1 | $2.89K | Hold |
45
| – | – | ﹤0.01% | 284 |
|
2022
Q4 | $2.96K | Hold |
45
| – | – | ﹤0.01% | 284 |
|
2022
Q3 | $3K | Hold |
45
| – | – | ﹤0.01% | 267 |
|
2022
Q2 | $3K | Hold |
45
| – | – | ﹤0.01% | 256 |
|
2022
Q1 | $3K | Hold |
45
| – | – | ﹤0.01% | 267 |
|
2021
Q4 | $3K | Hold |
45
| – | – | ﹤0.01% | 249 |
|
2021
Q3 | $3K | Hold |
45
| – | – | ﹤0.01% | 241 |
|
2021
Q2 | $3K | Hold |
45
| – | – | ﹤0.01% | 234 |
|
2021
Q1 | $3K | Hold |
45
| – | – | ﹤0.01% | 228 |
|
2020
Q4 | $4K | Hold |
45
| – | – | ﹤0.01% | 208 |
|
2020
Q3 | $3K | Hold |
45
| – | – | ﹤0.01% | 213 |
|
2020
Q2 | $3K | Hold |
45
| – | – | ﹤0.01% | 204 |
|
2020
Q1 | $2K | Hold |
45
| – | – | ﹤0.01% | 228 |
|
2019
Q4 | $3K | Hold |
45
| – | – | ﹤0.01% | 213 |
|
2019
Q3 | $3K | Hold |
45
| – | – | ﹤0.01% | 211 |
|
2019
Q2 | $2K | Hold |
45
| – | – | ﹤0.01% | 248 |
|
2019
Q1 | $2K | Hold |
45
| – | – | ﹤0.01% | 216 |
|
2018
Q4 | $2K | Hold |
45
| – | – | ﹤0.01% | 208 |
|
2018
Q3 | $2K | Hold |
45
| – | – | ﹤0.01% | 255 |
|
2018
Q2 | $2K | Hold |
45
| – | – | ﹤0.01% | 199 |
|
2018
Q1 | $2K | Buy |
45
+9
| +25% | +$400 | ﹤0.01% | 205 |
|
2017
Q4 | $2K | Hold |
36
| – | – | ﹤0.01% | 214 |
|
2017
Q3 | $2K | Hold |
36
| – | – | ﹤0.01% | 206 |
|
2017
Q2 | $2K | Hold |
36
| – | – | ﹤0.01% | 184 |
|
2017
Q1 | $2K | Hold |
36
| – | – | ﹤0.01% | 182 |
|
2016
Q4 | $2K | Hold |
36
| – | – | ﹤0.01% | 188 |
|
2016
Q3 | $2K | Buy |
36
+18
| +100% | +$1K | ﹤0.01% | 195 |
|
2016
Q2 | $2K | Hold |
18
| – | – | ﹤0.01% | 195 |
|
2016
Q1 | $2K | Buy |
+18
| New | +$2K | ﹤0.01% | 184 |
|