Retirement Guys Formula’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
Q1 | – | Sell |
-7,819
| Closed | -$446K | – | 127 |
|
|
2023
Q4 | $446K | Buy |
7,819
+390
| +5% | +$22.3K | 0.24% | 104 |
|
|
2023
Q3 | $429K | Sell |
7,429
-105
| -1% | -$6.06K | 0.3% | 99 |
|
|
2023
Q2 | $503K | Buy |
7,534
+600
| +9% | +$40.1K | 0.29% | 82 |
|
|
2023
Q1 | $446K | Buy |
6,934
+285
| +4% | +$18.3K | 0.32% | 96 |
|
|
2022
Q4 | $437K | Buy |
6,649
+1,034
| +18% | +$67.9K | 0.36% | 94 |
|
|
2022
Q3 | $374K | Buy |
5,615
+894
| +19% | +$59.5K | 0.39% | 74 |
|
|
2022
Q2 | $331K | Buy |
+4,721
| New | +$331K | 0.34% | 81 |
|