Carson Wealth (CWM 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 | $412K | Buy |
8,713
+37
| +0.4% | +$1.75K | ﹤0.01% | 1681 |
|
|
2025
Q1 | $359K | Sell |
8,676
-643
| -7% | -$26.6K | ﹤0.01% | 1583 |
|
|
2024
Q4 | $338K | Sell |
9,319
-7,866
| -46% | -$285K | ﹤0.01% | 1523 |
|
|
2024
Q3 | $629K | Buy |
17,185
+668
| +4% | +$24.5K | ﹤0.01% | 1232 |
|
|
2024
Q2 | $511K | Buy |
16,517
+628
| +4% | +$19.4K | ﹤0.01% | 1186 |
|
|
2024
Q1 | $485K | Buy |
15,889
+1,244
| +8% | +$38K | ﹤0.01% | 1153 |
|
|
2023
Q4 | $429K | Buy |
14,645
+6,479
| +79% | +$190K | ﹤0.01% | 1118 |
|
|
2023
Q3 | $256K | Buy |
8,166
+3,363
| +70% | +$105K | ﹤0.01% | 1212 |
|
|
2023
Q2 | $159K | Buy |
4,803
+688
| +17% | +$22.8K | ﹤0.01% | 1339 |
|
|
2023
Q1 | $145K | Sell |
4,115
-277
| -6% | -$9.76K | ﹤0.01% | 1326 |
|
|
2022
Q4 | $176K | Buy |
4,392
+995
| +29% | +$39.9K | ﹤0.01% | 1143 |
|
|
2022
Q3 | $121K | Sell |
3,397
-7,509
| -69% | -$267K | ﹤0.01% | 1259 |
|
|
2022
Q2 | $468K | Buy |
10,906
+7,766
| +247% | +$333K | ﹤0.01% | 752 |
|
|
2022
Q1 | $132K | Buy |
3,140
+947
| +43% | +$39.8K | ﹤0.01% | 1215 |
|
|
2021
Q4 | $82K | Buy |
+2,193
| New | +$82K | ﹤0.01% | 1380 |
|
|
2021
Q2 | $96K | Hold |
2,446
| – | – | ﹤0.01% | 1156 |
|
|
2021
Q1 | $96K | Hold |
2,446
| – | – | ﹤0.01% | 1156 |
|
|
2020
Q4 | $96K | Hold |
2,446
| – | – | ﹤0.01% | 1156 |
|
|
2020
Q3 | $96K | Hold |
2,446
| – | – | ﹤0.01% | 1156 |
|
|
2020
Q2 | $96K | Hold |
2,446
| – | – | ﹤0.01% | 1156 |
|
|
2020
Q1 | $96K | Hold |
2,446
| – | – | ﹤0.01% | 1156 |
|
|
2019
Q4 | $96K | Hold |
2,446
| – | – | ﹤0.01% | 1156 |
|
|
2019
Q3 | $96K | Hold |
2,446
| – | – | ﹤0.01% | 1156 |
|
|
2019
Q2 | $96K | Hold |
2,446
| – | – | ﹤0.01% | 1156 |
|
|
2019
Q1 | $96K | Buy |
2,446
+1,548
| +172% | +$60.8K | ﹤0.01% | 1156 |
|
|
2018
Q4 | $29K | Buy |
898
+209
| +30% | +$6.75K | ﹤0.01% | 1023 |
|
|
2018
Q3 | $32K | Buy |
689
+118
| +21% | +$5.48K | ﹤0.01% | 837 |
|
|
2018
Q2 | $29K | Buy |
571
+518
| +977% | +$26.3K | ﹤0.01% | 746 |
|
|
2018
Q1 | $3K | Buy |
53
+35
| +194% | +$1.98K | ﹤0.01% | 1081 |
|
|
2017
Q4 | $1K | Sell |
18
-113
| -86% | -$6.28K | ﹤0.01% | 1335 |
|
|
2017
Q3 | $8K | Buy |
131
+113
| +628% | +$6.9K | ﹤0.01% | 937 |
|
|
2017
Q2 | $1K | Hold |
18
| – | – | ﹤0.01% | 1072 |
|
|
2017
Q1 | $1K | Buy |
+18
| New | +$1K | ﹤0.01% | 1040 |
|
|
2016
Q1 | – | Sell |
-64
| Closed | -$4K | – | 753 |
|
|
2015
Q4 | $4K | Buy |
+64
| New | +$4K | ﹤0.01% | 540 |
|