Nisa Investment Advisors’s Brown-Forman Class A BF.A Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $773 | Buy |
+28
| New | +$773 | ﹤0.01% | 2787 |
|
2024
Q3 | – | Hold |
0
| – | -$98 | – | 2972 |
|
2024
Q2 | – | Sell |
-450
| Closed | -$23.9K | – | 2879 |
|
2024
Q1 | $23.9K | Hold |
450
| – | – | ﹤0.01% | 1834 |
|
2023
Q4 | $26.8K | Hold |
450
| – | – | ﹤0.01% | 1786 |
|
2023
Q3 | $26.1K | Hold |
450
| – | – | ﹤0.01% | 1923 |
|
2023
Q2 | $30.6K | Hold |
450
| – | – | ﹤0.01% | 1926 |
|
2023
Q1 | $29K | Hold |
450
| – | – | ﹤0.01% | 1882 |
|
2022
Q4 | $30K | Hold |
450
| – | – | ﹤0.01% | 1933 |
|
2022
Q3 | $30K | Hold |
450
| – | – | ﹤0.01% | 1928 |
|
2022
Q2 | $30K | Hold |
450
| – | – | ﹤0.01% | 1908 |
|
2022
Q1 | $28K | Hold |
450
| – | – | ﹤0.01% | 1982 |
|
2021
Q4 | $28K | Sell |
450
-1,450
| -76% | -$90.2K | ﹤0.01% | 1865 |
|
2021
Q3 | $119 | Sell |
1,900
-235
| -11% | -$15 | ﹤0.01% | 1618 |
|
2021
Q2 | $151 | Hold |
2,135
| – | – | ﹤0.01% | 1507 |
|
2021
Q1 | $136 | Hold |
2,135
| – | – | ﹤0.01% | 1621 |
|
2020
Q4 | $157K | Hold |
2,135
| – | – | ﹤0.01% | 1569 |
|
2020
Q3 | $147K | Hold |
2,135
| – | – | ﹤0.01% | 1415 |
|
2020
Q2 | $123K | Hold |
2,135
| – | – | ﹤0.01% | 1394 |
|
2020
Q1 | $110K | Buy |
2,135
+1,900
| +809% | +$97.9K | ﹤0.01% | 1342 |
|
2019
Q4 | $15K | Hold |
235
| – | – | ﹤0.01% | 1744 |
|
2019
Q3 | $14K | Hold |
235
| – | – | ﹤0.01% | 1696 |
|
2019
Q2 | $13K | Buy |
+235
| New | +$13K | ﹤0.01% | 1680 |
|