MGWM
Marks Group 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $701K | Buy |
26,045
+1,235
| +5% | +$33.2K | 0.07% | 203 |
|
|
2025
Q1 | $842K | Buy |
24,810
+3,002
| +14% | +$102K | 0.08% | 195 |
|
|
2024
Q4 | $828K | Buy |
21,808
+2,530
| +13% | +$96.1K | 0.08% | 182 |
|
|
2024
Q3 | $948K | Buy |
19,278
+1,360
| +8% | +$66.9K | 0.09% | 177 |
|
|
2024
Q2 | $774K | Buy |
17,918
+924
| +5% | +$39.9K | 0.08% | 184 |
|
|
2024
Q1 | $877K | Buy |
16,994
+1,564
| +10% | +$80.7K | 0.09% | 175 |
|
|
2023
Q4 | $881K | Buy |
15,430
+1,742
| +13% | +$99.5K | 0.1% | 178 |
|
|
2023
Q3 | $790K | Buy |
13,688
+277
| +2% | +$16K | 0.1% | 178 |
|
|
2023
Q2 | $896K | Buy |
13,411
+77
| +0.6% | +$5.14K | 0.11% | 170 |
|
|
2023
Q1 | $857K | Buy |
13,334
+254
| +2% | +$16.3K | 0.11% | 174 |
|
|
2022
Q4 | $859K | Buy |
13,080
+174
| +1% | +$11.4K | 0.12% | 173 |
|
|
2022
Q3 | $859K | Buy |
12,906
+140
| +1% | +$9.32K | 0.13% | 165 |
|
|
2022
Q2 | $895K | Buy |
12,766
+388
| +3% | +$27.2K | 0.13% | 170 |
|
|
2022
Q1 | $829K | Buy |
12,378
+1,117
| +10% | +$74.8K | 0.1% | 180 |
|
|
2021
Q4 | $817K | Buy |
11,261
+533
| +5% | +$38.7K | 0.1% | 196 |
|
|
2021
Q3 | $694K | Buy |
10,728
+198
| +2% | +$12.8K | 0.09% | 182 |
|
|
2021
Q2 | $775K | Buy |
10,530
+173
| +2% | +$12.7K | 0.11% | 152 |
|
|
2021
Q1 | $692K | Buy |
10,357
+435
| +4% | +$29.1K | 0.1% | 158 |
|
|
2020
Q4 | $788K | Buy |
9,922
+477
| +5% | +$37.9K | 0.12% | 149 |
|
|
2020
Q3 | $711K | Buy |
9,445
+336
| +4% | +$25.3K | 0.13% | 148 |
|
|
2020
Q2 | $572K | Sell |
9,109
-19
| -0.2% | -$1.19K | 0.12% | 147 |
|
|
2020
Q1 | $477K | Sell |
9,128
-8,589
| -48% | -$449K | 0.12% | 150 |
|
|
2019
Q4 | $1.2M | Buy |
+17,717
| New | +$1.2M | 0.24% | 127 |
|