Tradition Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-447
| Closed | -$26K | – | 460 |
|
|
2023
Q4 | $26K | Buy |
447
+6
| +1% | +$349 | ﹤0.01% | 775 |
|
|
2023
Q3 | $25K | Buy |
441
+2
| +0.5% | +$113 | ﹤0.01% | 787 |
|
|
2023
Q2 | $29K | Buy |
439
+1
| +0.2% | +$66 | ﹤0.01% | 774 |
|
|
2023
Q1 | $28K | Buy |
438
+13
| +3% | +$831 | ﹤0.01% | 754 |
|
|
2022
Q4 | $28K | Hold |
425
| – | – | ﹤0.01% | 675 |
|
|
2022
Q3 | $28K | Buy |
+425
| New | +$28K | ﹤0.01% | 670 |
|