MWA
Monograph 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-5,000
| Closed | -$217K | – | 109 |
|
|
2024
Q2 | $217K | Hold |
5,000
| – | – | 0.03% | 99 |
|
|
2024
Q1 | $259K | Sell |
5,000
-2,590
| -34% | -$134K | 0.04% | 139 |
|
|
2023
Q4 | $435K | Buy |
7,590
+90
| +1% | +$5.16K | 0.08% | 62 |
|
|
2023
Q3 | $434K | Buy |
+7,500
| New | +$434K | 0.09% | 74 |
|