Prospera Financial Services’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 | $241K | Sell |
8,962
-5,423
| -38% | -$146K | ﹤0.01% | 1189 |
|
2025
Q1 | $488K | Buy |
14,385
+6,126
| +74% | +$208K | 0.01% | 788 |
|
2024
Q4 | $314K | Buy |
8,259
+160
| +2% | +$6.08K | 0.01% | 915 |
|
2024
Q3 | $398K | Sell |
8,099
-3,271
| -29% | -$161K | 0.01% | 806 |
|
2024
Q2 | $491K | Sell |
11,370
-618
| -5% | -$26.7K | 0.01% | 719 |
|
2024
Q1 | $619K | Buy |
11,988
+510
| +4% | +$26.3K | 0.02% | 631 |
|
2023
Q4 | $655K | Buy |
11,478
+4,659
| +68% | +$266K | 0.02% | 572 |
|
2023
Q3 | $393K | Sell |
6,819
-59
| -0.9% | -$3.4K | 0.02% | 695 |
|
2023
Q2 | $459K | Sell |
6,878
-188
| -3% | -$12.6K | 0.02% | 644 |
|
2023
Q1 | $454K | Sell |
7,066
-1,868
| -21% | -$120K | 0.02% | 646 |
|
2022
Q4 | $587K | Buy |
8,934
+29
| +0.3% | +$1.91K | 0.03% | 490 |
|
2022
Q3 | $593K | Sell |
8,905
-248
| -3% | -$16.5K | 0.03% | 481 |
|
2022
Q2 | $642K | Buy |
9,153
+95
| +1% | +$6.66K | 0.03% | 459 |
|
2022
Q1 | $607K | Buy |
9,058
+1,298
| +17% | +$87K | 0.03% | 542 |
|
2021
Q4 | $565K | Sell |
7,760
-119
| -2% | -$8.66K | 0.02% | 535 |
|
2021
Q3 | $528K | Buy |
7,879
+72
| +0.9% | +$4.83K | 0.03% | 520 |
|
2021
Q2 | $585K | Buy |
7,807
+99
| +1% | +$7.42K | 0.03% | 491 |
|
2021
Q1 | $532K | Sell |
7,708
-59
| -0.8% | -$4.07K | 0.03% | 475 |
|
2020
Q4 | $616K | Buy |
7,767
+3,781
| +95% | +$300K | 0.04% | 382 |
|
2020
Q3 | $300K | Sell |
3,986
-3,261
| -45% | -$245K | 0.11% | 156 |
|
2020
Q2 | $461K | Buy |
7,247
+74
| +1% | +$4.71K | 0.04% | 370 |
|
2020
Q1 | $398K | Buy |
7,173
+156
| +2% | +$8.66K | 0.04% | 346 |
|
2019
Q4 | $474K | Buy |
7,017
+3,020
| +76% | +$204K | 0.04% | 388 |
|
2019
Q3 | $251K | Buy |
3,997
+194
| +5% | +$12.2K | 0.03% | 469 |
|
2019
Q2 | $211K | Sell |
3,803
-443
| -10% | -$24.6K | 0.02% | 483 |
|
2019
Q1 | $225K | Buy |
+4,246
| New | +$225K | 0.07% | 285 |
|