Bard Financial Services’s British American Tobacco BTI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$3.52M	Sell	66,357 -38,612	-37%	-$2.1M	0.39%	67
2025 Q2	$4.97M	Sell	104,969 -2,181	-2%	-$96.6K	0.59%	51
2025 Q1	$4.43M	Sell	107,150 -485	-0.5%	-$19.1K	0.54%	51
2024 Q4	$3.91M	Buy	107,635 +13,426	+14%	+$485K	0.47%	55
2024 Q3	$3.45M	Buy	94,209 +31,174	+49%	+$1.11M	0.41%	60
2024 Q2	$1.95M	Buy	63,035 +44,035	+232%	+$1.34M	0.2%	87
2024 Q1	$580K	Sell	19,000 -4,250	-18%	-$128K	0.06%	146
2023 Q4	$681K	Sell	23,250 -4,075	-15%	-$124K	0.08%	138
2023 Q3	$858K	Buy	27,325 +1,075	+4%	+$35.4K	0.11%	119
2023 Q2	$872K	Sell	26,250 -5,250	-17%	-$179K	0.07%	174
2023 Q1	$1.11M	Buy	31,500 +1,250	+4%	+$47.1K	0.09%	164
2022 Q4	$1.21M	Buy	30,250 +3,900	+15%	+$153K	0.1%	144
2022 Q3	$935K	Buy	26,350 +6,275	+31%	+$251K	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%	+$330K	0.05%	182
2021 Q4	$246K	Buy	+6,575	New	+$233K	0.02%	253