VisionPoint Advisory Group’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
Q3 | – | Sell |
-87
| Closed | -$3.76K | – | 293 |
|
|
2024
Q2 | $3.76K | Hold |
87
| – | – | ﹤0.01% | 589 |
|
|
2024
Q1 | $4.49K | Sell |
87
-37
| -30% | -$1.91K | ﹤0.01% | 560 |
|
|
2023
Q4 | $7.08K | Hold |
124
| – | – | ﹤0.01% | 451 |
|
|
2023
Q3 | $7.15K | Hold |
124
| – | – | ﹤0.01% | 470 |
|
|
2023
Q2 | $8.28K | Buy |
+124
| New | +$8.28K | ﹤0.01% | 420 |
|
|
2020
Q4 | – | Sell |
-3,792
| Closed | -$286K | – | 141 |
|
|
2020
Q3 | $286K | Sell |
3,792
-701
| -16% | -$52.9K | 0.12% | 90 |
|
|
2020
Q2 | $306K | Buy |
4,493
+116
| +3% | +$7.9K | 0.12% | 78 |
|
|
2020
Q1 | $243K | Buy |
+4,377
| New | +$243K | 0.11% | 94 |
|