Bard Financial Services’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 | $4.97M | Sell |
104,969
-2,181
| -2% | -$103K | 0.59% | 51 |
|
|
2025
Q1 | $4.43M | Sell |
107,150
-485
| -0.5% | -$20.1K | 0.54% | 51 |
|
|
2024
Q4 | $3.91M | Buy |
107,635
+13,426
| +14% | +$488K | 0.47% | 55 |
|
|
2024
Q3 | $3.45M | Buy |
94,209
+31,174
| +49% | +$1.14M | 0.41% | 60 |
|
|
2024
Q2 | $1.95M | Buy |
63,035
+44,035
| +232% | +$1.36M | 0.2% | 87 |
|
|
2024
Q1 | $580K | Sell |
19,000
-4,250
| -18% | -$130K | 0.06% | 146 |
|
|
2023
Q4 | $681K | Sell |
23,250
-4,075
| -15% | -$119K | 0.08% | 138 |
|
|
2023
Q3 | $858K | Buy |
27,325
+1,075
| +4% | +$33.8K | 0.11% | 119 |
|
|
2023
Q2 | $872K | Sell |
26,250
-5,250
| -17% | -$174K | 0.07% | 174 |
|
|
2023
Q1 | $1.11M | Buy |
31,500
+1,250
| +4% | +$43.9K | 0.09% | 164 |
|
|
2022
Q4 | $1.21M | Buy |
30,250
+3,900
| +15% | +$156K | 0.1% | 144 |
|
|
2022
Q3 | $935K | Buy |
26,350
+6,275
| +31% | +$223K | 0.09% | 160 |
|
|
2022
Q2 | $861K | Buy |
20,075
+5,750
| +40% | +$247K | 0.08% | 164 |
|
|
2022
Q1 | $604K | Buy |
14,325
+7,750
| +118% | +$327K | 0.05% | 182 |
|
|
2021
Q4 | $246K | Buy |
+6,575
| New | +$246K | 0.02% | 253 |
|