WIA
Westbourne Investment Advisors’s Brown-Forman Class B BF.B Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-4,217
| Closed | -$207K | – | 85 |
|
|
2024
Q3 | $207K | Buy |
+4,217
| New | +$207K | 0.07% | 87 |
|
|
2024
Q2 | – | Sell |
-4,217
| Closed | -$218K | – | 86 |
|
|
2024
Q1 | $218K | Hold |
4,217
| – | – | 0.08% | 85 |
|
|
2023
Q4 | $241K | Hold |
4,217
| – | – | 0.1% | 82 |
|
|
2023
Q3 | $243K | Hold |
4,217
| – | – | 0.11% | 80 |
|
|
2023
Q2 | $282K | Hold |
4,217
| – | – | 0.13% | 81 |
|
|
2023
Q1 | $271K | Hold |
4,217
| – | – | 0.13% | 82 |
|
|
2022
Q4 | $277K | Hold |
4,217
| – | – | 0.14% | 78 |
|
|
2022
Q3 | $281K | Hold |
4,217
| – | – | 0.15% | 77 |
|
|
2022
Q2 | $296K | Hold |
4,217
| – | – | 0.18% | 67 |
|
|
2022
Q1 | $283K | Hold |
4,217
| – | – | 0.12% | 82 |
|
|
2021
Q4 | $307K | Buy |
+4,217
| New | +$307K | 0.12% | 84 |
|