Sequoia Financial Advisors’s Brown-Forman Class B BF.B Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-6,663
| Closed | -$226K | – | 1560 |
|
|
2025
Q1 | $226K | Buy |
+6,663
| New | +$226K | ﹤0.01% | 1196 |
|
|
2024
Q4 | – | Sell |
-5,296
| Closed | -$261K | – | 1348 |
|
|
2024
Q3 | $261K | Buy |
+5,296
| New | +$261K | ﹤0.01% | 1035 |
|
|
2024
Q1 | – | Sell |
-6,593
| Closed | -$376K | – | 1159 |
|
|
2023
Q4 | $376K | Buy |
6,593
+2,256
| +52% | +$129K | ﹤0.01% | 835 |
|
|
2023
Q3 | $250K | Sell |
4,337
-763
| -15% | -$44K | ﹤0.01% | 762 |
|
|
2023
Q2 | $341K | Sell |
5,100
-397
| -7% | -$26.5K | 0.01% | 651 |
|
|
2023
Q1 | $353K | Sell |
5,497
-616
| -10% | -$39.6K | 0.01% | 569 |
|
|
2022
Q4 | $401K | Buy |
6,113
+1,973
| +48% | +$130K | 0.01% | 492 |
|
|
2022
Q3 | $276K | Buy |
4,140
+533
| +15% | +$35.5K | 0.01% | 404 |
|
|
2022
Q2 | $253K | Sell |
3,607
-60
| -2% | -$4.21K | 0.01% | 485 |
|
|
2022
Q1 | $246K | Sell |
3,667
-1,217
| -25% | -$81.6K | 0.01% | 560 |
|
|
2021
Q4 | $356K | Buy |
+4,884
| New | +$356K | 0.01% | 403 |
|