RWP
Ridgecrest Wealth Partners’s Brown-Forman Class B BF.B Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-4,530
| Closed | -$223K | – | 111 |
|
|
2024
Q3 | $223K | Buy |
+4,530
| New | +$223K | 0.12% | 102 |
|
|
2024
Q2 | – | Sell |
-4,530
| Closed | -$234K | – | 110 |
|
|
2024
Q1 | $234K | Hold |
4,530
| – | – | 0.14% | 95 |
|
|
2023
Q4 | $259K | Hold |
4,530
| – | – | 0.17% | 82 |
|
|
2023
Q3 | $261K | Hold |
4,530
| – | – | 0.18% | 80 |
|
|
2023
Q2 | $303K | Hold |
4,530
| – | – | 0.2% | 75 |
|
|
2023
Q1 | $291K | Hold |
4,530
| – | – | 0.21% | 75 |
|
|
2022
Q4 | $298K | Hold |
4,530
| – | – | 0.23% | 70 |
|
|
2022
Q3 | $302K | Hold |
4,530
| – | – | 0.25% | 70 |
|
|
2022
Q2 | $318K | Hold |
4,530
| – | – | 0.23% | 78 |
|
|
2022
Q1 | $304K | Hold |
4,530
| – | – | 0.19% | 88 |
|
|
2021
Q4 | $330K | Hold |
4,530
| – | – | 0.16% | 95 |
|
|
2021
Q3 | $304K | Hold |
4,530
| – | – | 0.17% | 92 |
|
|
2021
Q2 | $339K | Buy |
+4,530
| New | +$339K | 0.21% | 82 |
|