Williams Jones Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $843K | Hold |
31,326
| – | – | 0.01% | 276 |
|
|
2025
Q1 | $1.06M | Hold |
31,326
| – | – | 0.01% | 241 |
|
|
2024
Q4 | $1.19M | Sell |
31,326
-1
| -0% | -$38 | 0.01% | 236 |
|
|
2024
Q3 | $1.54M | Sell |
31,327
-134
| -0.4% | -$6.59K | 0.02% | 218 |
|
|
2024
Q2 | $1.36M | Sell |
31,461
-22,249
| -41% | -$961K | 0.02% | 231 |
|
|
2024
Q1 | $2.77M | Hold |
53,710
| – | – | 0.04% | 167 |
|
|
2023
Q4 | $3.07M | Hold |
53,710
| – | – | 0.04% | 155 |
|
|
2023
Q3 | $3.1M | Sell |
53,710
-650
| -1% | -$37.5K | 0.05% | 155 |
|
|
2023
Q2 | $3.63M | Hold |
54,360
| – | – | 0.05% | 145 |
|
|
2023
Q1 | $3.49M | Hold |
54,360
| – | – | 0.05% | 156 |
|
|
2022
Q4 | $3.57M | Hold |
54,360
| – | – | 0.06% | 154 |
|
|
2022
Q3 | $3.62M | Hold |
54,360
| – | – | 0.06% | 151 |
|
|
2022
Q2 | $3.81M | Buy |
54,360
+33,126
| +156% | +$2.32M | 0.06% | 157 |
|
|
2022
Q1 | $1.42M | Buy |
+21,234
| New | +$1.42M | 0.02% | 228 |
|