Ritholtz Wealth Management’s Brown-Forman Class A BF.A Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-3,366
| Closed | -$229K | – | 706 |
|
|
2023
Q2 | $229K | Hold |
3,366
| – | – | 0.01% | 599 |
|
|
2023
Q1 | $219K | Hold |
3,366
| – | – | 0.01% | 587 |
|
|
2022
Q4 | $221K | Hold |
3,366
| – | – | 0.01% | 515 |
|
|
2022
Q3 | $227K | Hold |
3,366
| – | – | 0.01% | 627 |
|
|
2022
Q2 | $228K | Hold |
3,366
| – | – | 0.01% | 471 |
|
|
2022
Q1 | $211K | Hold |
3,366
| – | – | 0.01% | 499 |
|
|
2021
Q4 | $228K | Hold |
3,366
| – | – | 0.01% | 463 |
|
|
2021
Q3 | $211K | Hold |
3,366
| – | – | 0.01% | 455 |
|
|
2021
Q2 | $237K | Hold |
3,366
| – | – | 0.02% | 416 |
|
|
2021
Q1 | $214K | Hold |
3,366
| – | – | 0.02% | 391 |
|
|
2020
Q4 | $247K | Buy |
+3,366
| New | +$247K | 0.02% | 293 |
|