United Capital Financial Advisors’s Brown-Forman Class A BF.A Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-3,170
| Closed | -$208K | – | 964 |
|
|
2022
Q4 | $208K | Buy |
3,170
+39
| +1% | +$2.57K | ﹤0.01% | 974 |
|
|
2022
Q3 | $212K | Sell |
3,131
-5
| -0.2% | -$339 | ﹤0.01% | 1004 |
|
|
2022
Q2 | $212K | Buy |
+3,136
| New | +$212K | ﹤0.01% | 1042 |
|
|
2022
Q1 | – | Sell |
-3,126
| Closed | -$212K | – | 1157 |
|
|
2021
Q4 | $212K | Buy |
+3,126
| New | +$212K | ﹤0.01% | 1128 |
|
|
2021
Q3 | – | Sell |
-3,136
| Closed | -$221K | – | 1198 |
|
|
2021
Q2 | $221K | Buy |
+3,136
| New | +$221K | ﹤0.01% | 1126 |
|
|
2021
Q1 | – | Sell |
-3,126
| Closed | -$230K | – | 1179 |
|
|
2020
Q4 | $230K | Sell |
3,126
-66
| -2% | -$4.86K | ﹤0.01% | 1079 |
|
|
2020
Q3 | $219K | Buy |
+3,192
| New | +$219K | ﹤0.01% | 1043 |
|
|
2020
Q1 | – | Sell |
-3,197
| Closed | -$201K | – | 1197 |
|
|
2019
Q4 | $201K | Buy |
+3,197
| New | +$201K | ﹤0.01% | 1267 |
|