Bartlett & Co 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 | $1.35K | Buy |
+28
| New | +$1.35K | ﹤0.01% | 1128 |
|
|
2024
Q2 | – | Sell |
-800
| Closed | -$25K | – | 1143 |
|
|
2024
Q1 | $25K | Hold |
800
| – | – | ﹤0.01% | 787 |
|
|
2023
Q4 | $24K | Sell |
800
-1,000
| -56% | -$30K | ﹤0.01% | 851 |
|
|
2023
Q3 | $57.8K | Hold |
1,800
| – | – | ﹤0.01% | 638 |
|
|
2023
Q2 | $59.8K | Buy |
1,800
+1,791
| +19,900% | +$59.5K | ﹤0.01% | 633 |
|
|
2023
Q1 | $323 | Hold |
9
| – | – | ﹤0.01% | 1041 |
|
|
2022
Q4 | $366 | Hold |
9
| – | – | ﹤0.01% | 1074 |
|
|
2022
Q3 | $325 | Sell |
9
-102
| -92% | -$3.68K | ﹤0.01% | 1155 |
|
|
2022
Q2 | $4.76K | Buy |
111
+102
| +1,133% | +$4.38K | ﹤0.01% | 1025 |
|
|
2022
Q1 | $386 | Buy |
+9
| New | +$386 | ﹤0.01% | 1050 |
|
|
2021
Q1 | – | Sell |
-23
| Closed | -$879 | – | 1119 |
|
|
2020
Q4 | $879 | Buy |
+23
| New | +$879 | ﹤0.01% | 1072 |
|
|
2019
Q2 | – | Sell |
-62
| Closed | -$2.59K | – | 773 |
|
|
2019
Q1 | $2.59K | Buy |
+62
| New | +$2.59K | ﹤0.01% | 640 |
|
|
2018
Q4 | – | Sell |
-25
| Closed | -$1.17K | – | 702 |
|
|
2018
Q3 | $1.17K | Buy |
+25
| New | +$1.17K | ﹤0.01% | 675 |
|
|
2018
Q2 | – | Sell |
-185
| Closed | -$10.8K | – | 715 |
|
|
2018
Q1 | $10.8K | Buy |
+185
| New | +$10.8K | ﹤0.01% | 604 |
|