Beverly Hills Private Wealth’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
2026
Q1
$623K Buy
10,650
+262
+3% +$15.5K 0.1% 165
2025
Q4
$588K Buy
10,388
+273
+3% +$14.9K 0.1% 158
2025
Q3
$537K Buy
10,115
+2,732
+37% +$148K 0.09% 176
2025
Q2
$349K Buy
7,383
+817
+12% +$36.2K 0.07% 231
2025
Q1
$272K Sell
6,566
-450
-6% -$17.7K 0.05% 286
2024
Q4
$255K Sell
7,016
-7,171
-51% -$259K 0.05% 291
2024
Q3
$519K Sell
14,187
-3,026
-18% -$108K 0.1% 183
2024
Q2
$532K Sell
17,213
-1,113
-6% -$33.8K 0.12% 177
2024
Q1
$559K Buy
18,326
+7,949
+77% +$239K 0.13% 171
2023
Q4
$304K Sell
10,377
-18,686
-64% -$569K 0.08% 252
2023
Q3
$913K Sell
29,063
-33,791
-54% -$1.11M 0.27% 89
2023
Q2
$2.05M Buy
62,854
+28,541
+83% +$976K 0.34% 74
2023
Q1
$1.21M Buy
34,313
+10,041
+41% +$379K 0.37% 75
2022
Q4
$970K Buy
+24,272
New +$954K 0.42% 69

Other funds holding BTI