Williams Jones Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $907K | Hold |
33,000
| – | – | 0.01% | 264 |
|
|
2025
Q1 | $1.1M | Hold |
33,000
| – | – | 0.01% | 233 |
|
|
2024
Q4 | $1.24M | Hold |
33,000
| – | – | 0.02% | 229 |
|
|
2024
Q3 | $1.59M | Hold |
33,000
| – | – | 0.02% | 215 |
|
|
2024
Q2 | $1.46M | Sell |
33,000
-1,356
| -4% | -$59.8K | 0.02% | 223 |
|
|
2024
Q1 | $1.82M | Sell |
34,356
-22,011
| -39% | -$1.17M | 0.02% | 202 |
|
|
2023
Q4 | $3.36M | Hold |
56,367
| – | – | 0.05% | 150 |
|
|
2023
Q3 | $3.27M | Sell |
56,367
-279
| -0.5% | -$16.2K | 0.05% | 149 |
|
|
2023
Q2 | $3.86M | Hold |
56,646
| – | – | 0.06% | 144 |
|
|
2023
Q1 | $3.69M | Hold |
56,646
| – | – | 0.06% | 151 |
|
|
2022
Q4 | $3.73M | Hold |
56,646
| – | – | 0.06% | 151 |
|
|
2022
Q3 | $3.83M | Sell |
56,646
-483
| -0.8% | -$32.6K | 0.07% | 147 |
|
|
2022
Q2 | $3.86M | Buy |
57,129
+34,839
| +156% | +$2.36M | 0.06% | 156 |
|
|
2022
Q1 | $1.4M | Buy |
+22,290
| New | +$1.4M | 0.02% | 229 |
|