SWM
Sculati Wealth Management’s Brown-Forman Class A BF.A Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-4,050
| Closed | -$214K | – | 104 |
|
|
2024
Q1 | $214K | Sell |
4,050
-160
| -4% | -$8.47K | 0.09% | 96 |
|
|
2023
Q4 | $251K | Sell |
4,210
-70
| -2% | -$4.17K | 0.12% | 91 |
|
|
2023
Q3 | $249K | Hold |
4,280
| – | – | 0.13% | 90 |
|
|
2023
Q2 | $291K | Buy |
+4,280
| New | +$291K | 0.15% | 86 |
|
|
2023
Q1 | – | Sell |
-3,080
| Closed | -$203K | – | 114 |
|
|
2022
Q4 | $203K | Hold |
3,080
| – | – | 0.11% | 104 |
|
|
2022
Q3 | $208K | Hold |
3,080
| – | – | 0.12% | 107 |
|
|
2022
Q2 | $208K | Buy |
+3,080
| New | +$208K | 0.12% | 109 |
|
|
2022
Q1 | – | Sell |
-3,001
| Closed | -$203K | – | 118 |
|
|
2021
Q4 | $203K | Buy |
+3,001
| New | +$203K | 0.1% | 113 |
|
|
2021
Q3 | – | Sell |
-2,991
| Closed | -$211K | – | 117 |
|
|
2021
Q2 | $211K | Buy |
+2,991
| New | +$211K | 0.11% | 107 |
|
|
2021
Q1 | – | Sell |
-2,991
| Closed | -$220K | – | 116 |
|
|
2020
Q4 | $220K | Buy |
+2,991
| New | +$220K | 0.14% | 98 |
|