Northwestern Mutual Wealth Management’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 | $160K | Buy |
5,824
+20
| +0.3% | +$549 | ﹤0.01% | 1832 |
|
|
2025
Q1 | $194K | Buy |
5,804
+4
| +0.1% | +$134 | ﹤0.01% | 1674 |
|
|
2024
Q4 | $219K | Sell |
5,800
-20
| -0.3% | -$754 | ﹤0.01% | 1616 |
|
|
2024
Q3 | $280K | Buy |
5,820
+20
| +0.3% | +$962 | ﹤0.01% | 1514 |
|
|
2024
Q2 | $256K | Hold |
5,800
| – | – | ﹤0.01% | 1479 |
|
|
2024
Q1 | $307K | Buy |
5,800
+5,400
| +1,350% | +$286K | ﹤0.01% | 1394 |
|
|
2023
Q4 | $23.8K | Sell |
400
-22
| -5% | -$1.31K | ﹤0.01% | 2344 |
|
|
2023
Q3 | $24.5K | Buy |
422
+22
| +6% | +$1.28K | ﹤0.01% | 2250 |
|
|
2023
Q2 | $27.2K | Hold |
400
| – | – | ﹤0.01% | 2206 |
|
|
2023
Q1 | $26.1K | Hold |
400
| – | – | ﹤0.01% | 2173 |
|
|
2022
Q4 | $26.3K | Hold |
400
| – | – | ﹤0.01% | 2144 |
|
|
2022
Q3 | $27K | Hold |
400
| – | – | ﹤0.01% | 2094 |
|
|
2022
Q2 | $27K | Hold |
400
| – | – | ﹤0.01% | 2117 |
|
|
2022
Q1 | $25K | Sell |
400
-100
| -20% | -$6.25K | ﹤0.01% | 2214 |
|
|
2021
Q4 | $34K | Buy |
500
+100
| +25% | +$6.8K | ﹤0.01% | 2122 |
|
|
2021
Q3 | $25K | Hold |
400
| – | – | ﹤0.01% | 2144 |
|
|
2021
Q2 | $28K | Hold |
400
| – | – | ﹤0.01% | 2055 |
|
|
2021
Q1 | $25K | Hold |
400
| – | – | ﹤0.01% | 1971 |
|
|
2020
Q4 | $29K | Hold |
400
| – | – | ﹤0.01% | 1826 |
|
|
2020
Q3 | $27K | Hold |
400
| – | – | ﹤0.01% | 1706 |
|
|
2020
Q2 | $23K | Hold |
400
| – | – | ﹤0.01% | 1673 |
|
|
2020
Q1 | $21K | Sell |
400
-1,206
| -75% | -$63.3K | ﹤0.01% | 1676 |
|
|
2019
Q4 | $101K | Buy |
1,606
+1,206
| +302% | +$75.8K | ﹤0.01% | 1198 |
|
|
2019
Q3 | $24K | Hold |
400
| – | – | ﹤0.01% | 1673 |
|
|
2019
Q2 | $22K | Hold |
400
| – | – | ﹤0.01% | 1686 |
|
|
2019
Q1 | $20K | Hold |
400
| – | – | ﹤0.01% | 1711 |
|
|
2018
Q4 | $19K | Hold |
400
| – | – | ﹤0.01% | 1598 |
|
|
2018
Q3 | $20K | Hold |
400
| – | – | ﹤0.01% | 1652 |
|
|
2018
Q2 | $20K | Hold |
400
| – | – | ﹤0.01% | 1594 |
|
|
2018
Q1 | $21K | Sell |
400
-100
| -20% | -$5.25K | ﹤0.01% | 1508 |
|
|
2017
Q4 | $27K | Hold |
500
| – | – | ﹤0.01% | 1398 |
|
|
2017
Q3 | $22K | Hold |
500
| – | – | ﹤0.01% | 1426 |
|
|
2017
Q2 | $20K | Hold |
500
| – | – | ﹤0.01% | 1387 |
|
|
2017
Q1 | $19K | Sell |
500
-250
| -33% | -$9.5K | ﹤0.01% | 1350 |
|
|
2016
Q4 | $28K | Buy |
+750
| New | +$28K | ﹤0.01% | 1227 |
|
|
2016
Q3 | – | Sell |
-1,410
| Closed | -$61K | – | 312 |
|
|
2016
Q2 | $61K | Hold |
1,410
| – | – | ﹤0.01% | 860 |
|
|
2016
Q1 | $60K | Buy |
+1,410
| New | +$60K | ﹤0.01% | 840 |
|
|
2014
Q4 | – | Sell |
-103
| Closed | -$4K | – | 1703 |
|
|
2014
Q3 | $4K | Buy |
+103
| New | +$4K | ﹤0.01% | 1056 |
|