Beam Wealth Advisors, Inc. Brown Forman Corp Cl B Transaction History

Beam Wealth Advisors, Inc.

$303 Million
Q2 2024

Shares

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 Apr 30, 2024	BUY	N/A	9 Added 0.14%	6,469 $0
Q4 2023 Jan 30, 2024	BUY	N/A	8 Added 0.12%	6,460 $0
Q3 2023 Oct 26, 2023	BUY	N/A	2 Added 0.03%	6,452 $0
Q2 2023 Jul 26, 2023	BUY	N/A	7 Added 0.11%	6,450 $0
Q1 2023 Apr 26, 2023	BUY	N/A	7 Added 0.11%	6,443 $0
Q4 2022 Jan 20, 2023	BUY	N/A	6 Added 0.09%	6,436 $0
Q3 2022 Oct 20, 2022	BUY	N/A	6 Added 0.09%	6,430 $428,000
Q2 2022 Aug 01, 2022	SELL	N/A	-147 Reduced 2.24%	6,424 $451,000
Q4 2021 Jan 14, 2022	BUY	N/A	11 Added 0.17%	6,571 $479,000
Q3 2021 Oct 14, 2021	BUY	N/A	5 Added 0.08%	6,560 $440,000
Q2 2021 Jul 13, 2021	BUY	N/A	6 Added 0.09%	6,555 $491,000
Q1 2021 May 17, 2021	BUY	N/A	5 Added 0.08%	6,549 $452,000
Q4 2020 Jan 26, 2021	BUY	N/A	5 Added 0.08%	6,544 $520,000
Q2 2020 Jul 07, 2020	BUY	N/A	13 Added 0.2%	6,539 $423,000
Q1 2020 Apr 08, 2020	BUY	N/A	10 Added 0.15%	6,526 $362,000
Q4 2019 Feb 14, 2020	BUY	N/A	6,516 New	6,516 $440,000

Others Institutions Holding BFB

# of Institutions

645

Shares Held

180M

Call Options Held

276K

Put Options Held

336K

About BROWN-FORMAN CORP CL-B

Ticker BFB

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Beam Wealth Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Beam Wealth Advisors, Inc. with notifications on news.