THWM
Taylor Hoffman Wealth Management’s Brown-Forman Class B BF.B Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-977
| Closed | -$62K | – | 137 |
|
|
2020
Q2 | $62K | Buy |
+977
| New | +$62K | 0.04% | 182 |
|
|
2020
Q1 | – | Sell |
-977
| Closed | -$66K | – | 134 |
|
|
2019
Q4 | $66K | Hold |
977
| – | – | 0.04% | 193 |
|
|
2019
Q3 | $61K | Hold |
977
| – | – | 0.04% | 189 |
|
|
2019
Q2 | $54K | Hold |
977
| – | – | 0.04% | 184 |
|
|
2019
Q1 | $52K | Hold |
977
| – | – | 0.04% | 191 |
|
|
2018
Q4 | $46K | Sell |
977
-125
| -11% | -$5.89K | 0.04% | 184 |
|
|
2018
Q3 | $56K | Hold |
1,102
| – | – | 0.04% | 180 |
|
|
2018
Q2 | $54K | Hold |
1,102
| – | – | 0.05% | 173 |
|
|
2018
Q1 | $60K | Buy |
1,102
+219
| +25% | +$11.9K | 0.05% | 167 |
|
|
2017
Q4 | $61K | Buy |
+883
| New | +$61K | 0.06% | 167 |
|