Aprio Wealth Management’s British American Tobacco BTI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $912K | Sell |
19,259
-37
| -0.2% | -$1.75K | 0.1% | 119 |
|
|
2025
Q1 | $798K | Buy |
19,296
+4,494
| +30% | +$186K | 0.1% | 126 |
|
|
2024
Q4 | $538K | Buy |
14,802
+2,935
| +25% | +$107K | 0.08% | 129 |
|
|
2024
Q3 | $434K | Buy |
11,867
+2,166
| +22% | +$79.2K | 0.07% | 136 |
|
|
2024
Q2 | $300K | Buy |
+9,701
| New | +$300K | 0.05% | 164 |
|
|
2024
Q1 | – | Sell |
-7,034
| Closed | -$206K | – | 243 |
|
|
2023
Q4 | $206K | Buy |
+7,034
| New | +$206K | 0.05% | 182 |
|