Owen LaRue’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-5,037
| Closed | -$260K | – | 86 |
|
|
2024
Q1 | $260K | Sell |
5,037
-11
| -0.2% | -$568 | 0.16% | 78 |
|
|
2023
Q4 | $288K | Hold |
5,048
| – | – | 0.27% | 61 |
|
|
2023
Q3 | $291K | Buy |
5,048
+101
| +2% | +$5.83K | 0.32% | 56 |
|
|
2023
Q2 | $331K | Hold |
4,947
| – | – | 0.35% | 54 |
|
|
2023
Q1 | $324K | Hold |
4,947
| – | – | 0.35% | 50 |
|
|
2022
Q4 | $324K | Buy |
+4,947
| New | +$324K | 0.35% | 50 |
|