Bogart Wealth LLC’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
$219K Buy
4,629
+1,000
+28% +$47.3K 0.01% 223
2025
Q1
$150K Buy
3,629
+532
+17% +$22K 0.01% 251
2024
Q4
$112K Hold
3,097
0.01% 296
2024
Q3
$113K Sell
3,097
-2,100
-40% -$76.8K 0.01% 294
2024
Q2
$161K Buy
5,197
+2,203
+74% +$68.1K 0.01% 229
2024
Q1
$91.3K Sell
2,994
-440
-13% -$13.4K ﹤0.01% 295
2023
Q4
$101K Sell
3,434
-100
-3% -$2.93K 0.01% 270
2023
Q3
$111K Sell
3,534
-65
-2% -$2.04K 0.01% 240
2023
Q2
$119K Buy
3,599
+100
+3% +$3.32K 0.01% 228
2023
Q1
$123K Buy
3,499
+39
+1% +$1.37K 0.01% 211
2022
Q4
$138K Buy
3,460
+26
+0.8% +$1.04K 0.01% 202
2022
Q3
$122K Hold
3,434
0.01% 202
2022
Q2
$147K Buy
3,434
+600
+21% +$25.7K 0.01% 178
2022
Q1
$119K Buy
2,834
+2,394
+544% +$101K 0.01% 190
2021
Q4
$16K Hold
440
﹤0.01% 401
2021
Q3
$16K Hold
440
﹤0.01% 386
2021
Q2
$17K Hold
440
﹤0.01% 362
2021
Q1
$17K Hold
440
﹤0.01% 343
2020
Q4
$16K Hold
440
﹤0.01% 282
2020
Q3
$15K Hold
440
﹤0.01% 271
2020
Q2
$17K Hold
440
﹤0.01% 244
2020
Q1
$15K Sell
440
-2,700
-86% -$92K ﹤0.01% 230
2019
Q4
$133K Hold
3,140
0.04% 125
2019
Q3
$116K Buy
3,140
+275
+10% +$10.2K 0.06% 112
2019
Q2
$99K Buy
2,865
+2,700
+1,636% +$93.3K 0.06% 114
2019
Q1
$6K Hold
165
﹤0.01% 270
2018
Q4
$5K Hold
165
﹤0.01% 277
2018
Q3
$8K Hold
165
﹤0.01% 240
2018
Q2
$8K Hold
165
﹤0.01% 249
2018
Q1
$10K Hold
165
0.01% 229
2017
Q4
$11K Hold
165
0.01% 223
2017
Q3
$10K Buy
+165
New +$10K 0.01% 224