SWA

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

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$8.13K	Buy	141 +26	+23%	+$1.5K	﹤0.01%	511
2023 Q2	$7.68K	Hold	115	–	–	﹤0.01%	502
2023 Q1	$7.39K	Sell	115 -4,541	-98%	-$292K	﹤0.01%	474
2022 Q4	$306K	Buy	4,656 +107	+2%	+$7.03K	0.12%	133
2022 Q3	$303K	Hold	4,549	–	–	0.12%	127
2022 Q2	$319K	Buy	4,549 +10	+0.2%	+$702	0.13%	118
2022 Q1	$304K	Hold	4,539	–	–	0.1%	135
2021 Q4	$331K	Hold	4,539	–	–	0.11%	123
2021 Q3	$304K	Sell	4,539 -5	-0.1%	-$335	0.11%	127
2021 Q2	$341K	Hold	4,544	–	–	0.12%	121
2021 Q1	$313K	Buy	4,544 +11	+0.2%	+$759	0.12%	123
2020 Q4	$360K	Hold	4,533	–	–	0.15%	109
2020 Q3	$341K	Buy	4,533 +6	+0.1%	+$452	0.17%	99
2020 Q2	$288K	Buy	4,527 +5	+0.1%	+$318	0.15%	105
2020 Q1	$251K	Hold	4,522	–	–	0.16%	106
2019 Q4	$306K	Hold	4,522	–	–	0.16%	108
2019 Q3	$284K	Hold	4,522	–	–	0.16%	109
2019 Q2	$251K	Hold	4,522	–	–	0.14%	117
2019 Q1	$239K	Hold	4,522	–	–	0.14%	120
2018 Q4	$215K	Hold	4,522	–	–	0.14%	118
2018 Q3	$229K	Hold	4,522	–	–	0.15%	117
2018 Q2	$222K	Hold	4,522	–	–	0.15%	112
2018 Q1	$246K	Buy	4,522 +904	+25%	+$49.2K	0.18%	100
2017 Q4	$248K	Hold	3,618	–	–	0.18%	102
2017 Q3	$196K	Hold	3,618	–	–	0.15%	120
2017 Q2	$176K	Hold	3,618	–	–	0.14%	129
2017 Q1	$167K	Hold	3,618	–	–	0.14%	125
2016 Q4	$163K	Hold	3,618	–	–	0.15%	121
2016 Q3	$172K	Buy	3,618 +1,809	+100%	+$85.8K	0.16%	107
2016 Q2	$180K	Hold	1,809	–	–	0.17%	99
2016 Q1	$178K	Buy	+1,809	New	+$178K	0.17%	100