TSWM
Triangle Securities 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-7,248
| Closed | -$414K | – | 194 |
|
|
2023
Q4 | $414K | Sell |
7,248
-6,830
| -49% | -$390K | 0.13% | 152 |
|
|
2023
Q3 | $812K | Buy |
14,078
+246
| +2% | +$14.2K | 0.29% | 97 |
|
|
2023
Q2 | $924K | Sell |
13,832
-475
| -3% | -$31.7K | 0.32% | 89 |
|
|
2023
Q1 | $920K | Buy |
14,307
+1,617
| +13% | +$104K | 0.33% | 90 |
|
|
2022
Q4 | $833K | Buy |
12,690
+515
| +4% | +$33.8K | 0.31% | 97 |
|
|
2022
Q3 | $810K | Sell |
12,175
-105
| -0.9% | -$6.99K | 0.33% | 89 |
|
|
2022
Q2 | $862K | Buy |
12,280
+5,420
| +79% | +$380K | 0.34% | 90 |
|
|
2022
Q1 | $460K | Buy |
+6,860
| New | +$460K | 0.15% | 138 |
|