Ep Wealth Advisors, LLC Brown Forman Corp Cl A Transaction History

Ep Wealth Advisors, LLC

  • $14.6 Billion
  • Q2 2025

A detailed history of Ep Wealth Advisors, LLC transactions in Brown Forman Corp Cl A stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 25,574 shares of BFA stock, worth $0. This represents 0.0% of its overall portfolio holdings.

Number of Shares
25,574
Previous 25,959 1.48%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
SELL
N/A
-385 Reduced 1.48%
25,574 $0
Q4 2024

Feb 13, 2025
SELL
N/A
-665 Reduced 2.5%
25,959 $0
Q3 2024

Nov 14, 2024
BUY
N/A
2 Added 0.01%
26,624 $0
Q2 2024

Aug 19, 2024
BUY
N/A
22,960 Added 626.98%
26,622 $0
Q1 2024

May 14, 2024
SELL
N/A
-13 Reduced 0.35%
3,662 $0
Q4 2023

Feb 28, 2024
BUY
N/A
16 Added 0.44%
3,675 $0
Q3 2023

Nov 22, 2023
SELL
N/A
-15,811 Reduced 81.21%
3,659 $0
Q2 2023

Aug 14, 2023
BUY
N/A
19,470 New
19,470 $0

Others Institutions Holding BFA

# of Institutions
224
Shares Held
17.7M
Call Options Held
10.6K
Put Options Held
60.8K
View Full List

About BROWN-FORMAN CORP CL-A

BFA Quotes by TradingView
  • Ticker BFA
More about BFA
Track This Portfolio

Track Ep Wealth Advisors, LLC Portfolio

Follow Ep Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Ep Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email