Wealthfront Advisers’s Brown-Forman Class B BF.B Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.8M | Buy |
215,359
+65,468
| +44% | +$1.76M | 0.01% | 347 |
|
|
2025
Q1 | $5.09M | Buy |
149,891
+83,256
| +125% | +$2.83M | 0.01% | 350 |
|
|
2024
Q4 | $2.53M | Buy |
66,635
+51,755
| +348% | +$1.97M | 0.01% | 472 |
|
|
2024
Q3 | $732K | Buy |
14,880
+5,562
| +60% | +$274K | ﹤0.01% | 711 |
|
|
2024
Q2 | $402K | Buy |
9,318
+3,746
| +67% | +$162K | ﹤0.01% | 769 |
|
|
2024
Q1 | $288K | Buy |
5,572
+362
| +7% | +$18.7K | ﹤0.01% | 810 |
|
|
2023
Q4 | $297K | Sell |
5,210
-2,682
| -34% | -$153K | ﹤0.01% | 791 |
|
|
2023
Q3 | $455K | Buy |
7,892
+934
| +13% | +$53.9K | ﹤0.01% | 706 |
|
|
2023
Q2 | $465K | Sell |
6,958
-2,740
| -28% | -$183K | ﹤0.01% | 696 |
|
|
2023
Q1 | $623K | Sell |
9,698
-6,986
| -42% | -$449K | ﹤0.01% | 621 |
|
|
2022
Q4 | $1.1M | Sell |
16,684
-18,561
| -53% | -$1.22M | 0.01% | 497 |
|
|
2022
Q3 | $2.35M | Buy |
35,245
+17,618
| +100% | +$1.17M | 0.01% | 333 |
|
|
2022
Q2 | $1.24M | Buy |
17,627
+9,159
| +108% | +$643K | 0.01% | 459 |
|
|
2022
Q1 | $568K | Sell |
8,468
-1,653
| -16% | -$111K | ﹤0.01% | 607 |
|
|
2021
Q4 | $737K | Buy |
10,121
+2,569
| +34% | +$187K | ﹤0.01% | 530 |
|
|
2021
Q3 | $506K | Sell |
7,552
-70
| -0.9% | -$4.69K | ﹤0.01% | 558 |
|
|
2021
Q2 | $571K | Buy |
7,622
+673
| +10% | +$50.4K | ﹤0.01% | 508 |
|
|
2021
Q1 | $479K | Sell |
6,949
-46
| -0.7% | -$3.17K | ﹤0.01% | 467 |
|
|
2020
Q4 | $555K | Sell |
6,995
-147
| -2% | -$11.7K | ﹤0.01% | 423 |
|
|
2020
Q3 | $538K | Buy |
7,142
+17
| +0.2% | +$1.28K | ﹤0.01% | 406 |
|
|
2020
Q2 | $454K | Sell |
7,125
-2,041
| -22% | -$130K | ﹤0.01% | 409 |
|
|
2020
Q1 | $509K | Sell |
9,166
-3,095
| -25% | -$172K | ﹤0.01% | 350 |
|
|
2019
Q4 | $829K | Buy |
12,261
+4,139
| +51% | +$280K | 0.01% | 353 |
|
|
2019
Q3 | $510K | Buy |
8,122
+269
| +3% | +$16.9K | ﹤0.01% | 378 |
|
|
2019
Q2 | $435K | Buy |
7,853
+100
| +1% | +$5.54K | ﹤0.01% | 402 |
|
|
2019
Q1 | $409K | Sell |
7,753
-660
| -8% | -$34.8K | ﹤0.01% | 392 |
|
|
2018
Q4 | $400K | Buy |
+8,413
| New | +$400K | ﹤0.01% | 365 |
|