Meridian Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-6,329
| Closed | -$423K | – | 543 |
|
|
2023
Q2 | $423K | Buy |
6,329
+256
| +4% | +$17.1K | 0.04% | 358 |
|
|
2023
Q1 | $390K | Buy |
6,073
+100
| +2% | +$6.43K | 0.03% | 361 |
|
|
2022
Q4 | $392K | Buy |
+5,973
| New | +$392K | 0.04% | 353 |
|
|
2017
Q1 | – | Sell |
-10,000
| Closed | -$287K | – | 162 |
|
|
2016
Q4 | $287K | Buy |
+10,000
| New | +$287K | 0.23% | 92 |
|