Arete Wealth Advisors’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 | $322K | Buy |
6,803
+539
| +9% | +$25.5K | 0.02% | 535 |
|
2025
Q1 | $259K | Sell |
6,264
-113
| -2% | -$4.67K | 0.02% | 586 |
|
2024
Q4 | $231K | Buy |
6,377
+93
| +1% | +$3.37K | 0.02% | 649 |
|
2024
Q3 | $229K | Sell |
6,284
-1,251
| -17% | -$45.6K | 0.02% | 609 |
|
2024
Q2 | $232K | Sell |
7,535
-4,041
| -35% | -$124K | 0.02% | 614 |
|
2024
Q1 | $353K | Buy |
11,576
+4,071
| +54% | +$124K | 0.03% | 327 |
|
2023
Q4 | $220K | Sell |
7,505
-1,529
| -17% | -$44.8K | 0.02% | 648 |
|
2023
Q3 | $284K | Buy |
+9,034
| New | +$284K | 0.05% | 356 |
|