Summit Securities 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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $3.28K | Buy |
+122
| New | +$3.28K | ﹤0.01% | 875 |
|
2023
Q3 | – | Sell |
-239
| Closed | -$16K | – | 424 |
|
2023
Q2 | $16K | Sell |
239
-120
| -33% | -$8.03K | ﹤0.01% | 556 |
|
2023
Q1 | $23K | Buy |
359
+174
| +94% | +$11.1K | ﹤0.01% | 461 |
|
2022
Q4 | $12K | Sell |
185
-3,945
| -96% | -$256K | ﹤0.01% | 769 |
|
2022
Q3 | $275K | Buy |
4,130
+3,749
| +984% | +$250K | 0.02% | 224 |
|
2022
Q2 | $27K | Buy |
381
+306
| +408% | +$21.7K | ﹤0.01% | 520 |
|
2022
Q1 | $5K | Buy |
+75
| New | +$5K | ﹤0.01% | 716 |
|