RWM
Revisor Wealth Management’s Brown-Forman Class B BF.B Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $263K | Buy |
9,006
+376
| +4% | +$11K | 0.09% | 233 |
|
|
2025
Q1 | $295K | Buy |
+8,630
| New | +$295K | 0.13% | 171 |
|
|
2024
Q4 | – | Sell |
-5,434
| Closed | -$267K | – | 130 |
|
|
2024
Q3 | $267K | Buy |
5,434
+552
| +11% | +$27.2K | 0.17% | 141 |
|
|
2024
Q2 | $211K | Sell |
4,882
-2,523
| -34% | -$109K | 0.15% | 150 |
|
|
2024
Q1 | $402K | Buy |
+7,405
| New | +$402K | 0.18% | 134 |
|
|
2023
Q4 | – | Sell |
-4,386
| Closed | -$253K | – | 135 |
|
|
2023
Q3 | $253K | Buy |
4,386
+435
| +11% | +$25.1K | 0.22% | 129 |
|
|
2023
Q2 | $264K | Sell |
3,951
-260
| -6% | -$17.4K | 0.24% | 128 |
|
|
2023
Q1 | $271K | Buy |
+4,211
| New | +$271K | 0.25% | 120 |
|