StrategIQ Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $317K | Hold |
5,555
| – | – | 0.04% | 252 |
|
|
2023
Q3 | $320K | Sell |
5,555
-362
| -6% | -$20.9K | 0.04% | 247 |
|
|
2023
Q2 | $395K | Sell |
5,917
-390
| -6% | -$26K | 0.05% | 231 |
|
|
2023
Q1 | $405K | Sell |
6,307
-385
| -6% | -$24.7K | 0.05% | 216 |
|
|
2022
Q4 | $440K | Hold |
6,692
| – | – | 0.05% | 202 |
|
|
2022
Q3 | $445K | Sell |
6,692
-645
| -9% | -$42.9K | 0.06% | 191 |
|
|
2022
Q2 | $515K | Hold |
7,337
| – | – | 0.06% | 182 |
|
|
2022
Q1 | $492K | Hold |
7,337
| – | – | 0.05% | 196 |
|
|
2021
Q4 | $535K | Buy |
+7,337
| New | +$535K | 0.05% | 192 |
|