Toth Financial Advisory’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 | $331K | Sell |
12,285
-3,105
| -20% | -$83.6K | 0.04% | 189 |
|
|
2025
Q1 | $522K | Sell |
15,390
-2,727
| -15% | -$92.6K | 0.06% | 151 |
|
|
2024
Q4 | $688K | Buy |
18,117
+970
| +6% | +$36.8K | 0.08% | 143 |
|
|
2024
Q3 | $844K | Sell |
17,147
-1,045
| -6% | -$51.4K | 0.1% | 133 |
|
|
2024
Q2 | $786K | Sell |
18,192
-1,238
| -6% | -$53.5K | 0.1% | 131 |
|
|
2024
Q1 | $1M | Sell |
19,430
-826
| -4% | -$42.6K | 0.13% | 123 |
|
|
2023
Q4 | $1.16M | Sell |
20,256
-2,427
| -11% | -$139K | 0.16% | 109 |
|
|
2023
Q3 | $1.31M | Sell |
22,683
-620
| -3% | -$35.8K | 0.2% | 109 |
|
|
2023
Q2 | $1.56M | Sell |
23,303
-209
| -0.9% | -$14K | 0.23% | 101 |
|
|
2023
Q1 | $1.51M | Sell |
23,512
-293
| -1% | -$18.8K | 0.24% | 97 |
|
|
2022
Q4 | $1.56M | Sell |
23,805
-100
| -0.4% | -$6.57K | 0.25% | 88 |
|
|
2022
Q3 | $1.59M | Buy |
23,905
+3,501
| +17% | +$233K | 0.29% | 86 |
|
|
2022
Q2 | $1.43M | Buy |
20,404
+1,536
| +8% | +$108K | 0.25% | 89 |
|
|
2022
Q1 | $1.27M | Sell |
18,868
-362
| -2% | -$24.3K | 0.19% | 104 |
|
|
2021
Q4 | $1.4M | Buy |
19,230
+995
| +5% | +$72.5K | 0.19% | 106 |
|
|
2021
Q3 | $1.22M | Buy |
18,235
+5
| +0% | +$335 | 0.19% | 106 |
|
|
2021
Q2 | $1.37M | Sell |
18,230
-417
| -2% | -$31.2K | 0.21% | 101 |
|
|
2021
Q1 | $1.29M | Sell |
18,647
-310
| -2% | -$21.4K | 0.21% | 96 |
|
|
2020
Q4 | $1.51M | Sell |
18,957
-742
| -4% | -$58.9K | 0.26% | 85 |
|
|
2020
Q3 | $1.48M | Sell |
19,699
-2,119
| -10% | -$160K | 0.29% | 85 |
|
|
2020
Q2 | $1.39M | Sell |
21,818
-275
| -1% | -$17.5K | 0.3% | 80 |
|
|
2020
Q1 | $1.23M | Buy |
22,093
+479
| +2% | +$26.6K | 0.35% | 73 |
|
|
2019
Q4 | $1.46M | Sell |
21,614
-55
| -0.3% | -$3.72K | 0.3% | 80 |
|
|
2019
Q3 | $1.36M | Sell |
21,669
-789
| -4% | -$49.5K | 0.3% | 73 |
|
|
2019
Q2 | $1.25M | Buy |
22,458
+13
| +0.1% | +$721 | 0.28% | 74 |
|
|
2019
Q1 | $1.19M | Buy |
22,445
+10
| +0% | +$528 | 0.28% | 76 |
|
|
2018
Q4 | $1.07M | Sell |
22,435
-194
| -0.9% | -$9.23K | 0.29% | 75 |
|
|
2018
Q3 | $1.14M | Sell |
22,629
-272
| -1% | -$13.8K | 0.25% | 87 |
|
|
2018
Q2 | $1.12M | Sell |
22,901
-41
| -0.2% | -$2.01K | 0.26% | 84 |
|
|
2018
Q1 | $1.25M | Sell |
22,942
-6,406
| -22% | -$348K | 0.3% | 79 |
|
|
2017
Q4 | $1.29M | Buy |
29,348
+568
| +2% | +$25K | 0.31% | 82 |
|
|
2017
Q3 | $1M | Sell |
28,780
-37
| -0.1% | -$1.29K | 0.25% | 90 |
|
|
2017
Q2 | $896K | Sell |
28,817
-3,625
| -11% | -$113K | 0.23% | 88 |
|
|
2017
Q1 | $959K | Buy |
+32,442
| New | +$959K | 0.25% | 88 |
|