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Sax Wealth Advisors’s Brown-Forman Class B BF.B Stock Holding History

Sax Wealth Advisors’s Portfolio BF.B Stock Details BF.B Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$286K Buy
10,629
+92
+0.9% +$2.48K 0.02% 348
2025
Q1 		$358K Sell
10,537
-329
-3% -$11.2K 0.03% 266
2024
Q4 		$413K Buy
+10,866
New +$413K 0.03% 215