MPS Loria Financial Planners’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	$621K	Sell	23,078 -65	-0.3%	-$1.75K	0.18%	36
2025 Q1	$785K	Sell	23,143 -170	-0.7%	-$5.77K	0.23%	29
2024 Q4	$891K	Hold	23,313	–	–	0.26%	27
2024 Q3	$1.15M	Hold	23,313	–	–	0.34%	25
2024 Q2	$1.01M	Hold	23,313	–	–	0.33%	26
2024 Q1	$1.21M	Hold	23,313	–	–	0.41%	22
2023 Q4	$1.34M	Sell	23,313 -7	-0%	-$401	0.47%	18
2023 Q3	$1.35M	Hold	23,320	–	–	0.53%	18
2023 Q2	$1.56M	Hold	23,320	–	–	0.59%	17
2023 Q1	$1.5M	Buy	23,320 +65	+0.3%	+$4.19K	0.61%	16
2022 Q4	$1.53M	Sell	23,255 -65	-0.3%	-$4.27K	0.68%	16
2022 Q3	$1.56M	Buy	23,320 +65	+0.3%	+$4.34K	0.6%	15
2022 Q2	$1.63M	Hold	23,255	–	–	0.74%	13
2022 Q1	$1.56M	Buy	+23,255	New	+$1.56M	0.65%	16
2021 Q2	–	Sell	-23,423	Closed	-$1.62M	–	148
2021 Q1	$1.62M	Hold	23,423	–	–	0.75%	12
2020 Q4	$1.83M	Sell	23,423 -179	-0.8%	-$14K	0.82%	13
2020 Q3	$1.78M	Hold	23,602	–	–	0.92%	12
2020 Q2	$1.5M	Hold	23,602	–	–	0.8%	13
2020 Q1	$1.31M	Hold	23,602	–	–	1.01%	14
2019 Q4	$1.6M	Sell	23,602 -50	-0.2%	-$3.38K	0.94%	17
2019 Q3	$1.48M	Hold	23,652	–	–	0.96%	14
2019 Q2	$1.31M	Hold	23,652	–	–	0.84%	17
2019 Q1	$1.25M	Hold	23,652	–	–	0.83%	16
2018 Q4	$1.13M	Sell	23,652 -350	-1%	-$16.6K	0.81%	17
2018 Q3	$1.21M	Hold	24,002	–	–	0.76%	17
2018 Q2	$1.18M	Hold	24,002	–	–	1.18%	15
2018 Q1	$1.31M	Sell	24,002 -6,001	-20%	-$327K	0.92%	16
2017 Q4	$1.32M	Hold	30,003	–	–	0.9%	18
2017 Q3	$1.04M	Hold	30,003	–	–	0.75%	21
2017 Q2	$947K	Buy	+30,003	New	+$947K	0.63%	21