Carson Wealth (CWM LLC)’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 | $1.05M | Buy |
17,888
+2,543
| +17% | +$150K | ﹤0.01% | 1511 |
|
|
2025
Q4 | $869K | Buy |
15,345
+3,930
| +34% | +$214K | ﹤0.01% | 1579 |
|
|
2025
Q3 | $606K | Buy |
11,415
+2,702
| +31% | +$147K | ﹤0.01% | 1691 |
|
|
2025
Q2 | $412K | Buy |
8,713
+37
| +0.4% | +$1.64K | ﹤0.01% | 1683 |
|
|
2025
Q1 | $359K | Sell |
8,676
-643
| -7% | -$25.3K | ﹤0.01% | 1585 |
|
|
2024
Q4 | $338K | Sell |
9,319
-7,866
| -46% | -$284K | ﹤0.01% | 1525 |
|
|
2024
Q3 | $629K | Buy |
17,185
+668
| +4% | +$23.9K | ﹤0.01% | 1233 |
|
|
2024
Q2 | $511K | Buy |
16,517
+628
| +4% | +$19.1K | ﹤0.01% | 1187 |
|
|
2024
Q1 | $485K | Buy |
15,889
+1,244
| +8% | +$37.4K | ﹤0.01% | 1154 |
|
|
2023
Q4 | $429K | Buy |
14,645
+6,479
| +79% | +$197K | ﹤0.01% | 1120 |
|
|
2023
Q3 | $256K | Buy |
8,166
+3,363
| +70% | +$111K | ﹤0.01% | 1213 |
|
|
2023
Q2 | $159K | Buy |
4,803
+688
| +17% | +$23.5K | ﹤0.01% | 1341 |
|
|
2023
Q1 | $145K | Sell |
4,115
-277
| -6% | -$10.4K | ﹤0.01% | 1329 |
|
|
2022
Q4 | $176K | Buy |
4,392
+995
| +29% | +$39.1K | ﹤0.01% | 1145 |
|
|
2022
Q3 | $121K | Sell |
3,397
-7,509
| -69% | -$301K | ﹤0.01% | 1261 |
|
|
2022
Q2 | $468K | Buy |
10,906
+7,766
| +247% | +$333K | ﹤0.01% | 754 |
|
|
2022
Q1 | $132K | Buy |
3,140
+947
| +43% | +$40.4K | ﹤0.01% | 1217 |
|
|
2021
Q4 | $82K | Buy |
+2,193
| New | +$77.9K | ﹤0.01% | 1382 |
|
|
2021
Q2 | $96K | Hold |
2,446
| – | – | ﹤0.01% | 1158 |
|
|
2021
Q1 | $96K | Hold |
2,446
| – | – | ﹤0.01% | 1158 |
|
|
2020
Q4 | $96K | Hold |
2,446
| – | – | ﹤0.01% | 1158 |
|
|
2020
Q3 | $96K | Hold |
2,446
| – | – | ﹤0.01% | 1158 |
|
|
2020
Q2 | $96K | Hold |
2,446
| – | – | ﹤0.01% | 1158 |
|
|
2020
Q1 | $96K | Hold |
2,446
| – | – | ﹤0.01% | 1158 |
|
|
2019
Q4 | $96K | Hold |
2,446
| – | – | ﹤0.01% | 1158 |
|
|
2019
Q3 | $96K | Hold |
2,446
| – | – | ﹤0.01% | 1158 |
|
|
2019
Q2 | $96K | Hold |
2,446
| – | – | ﹤0.01% | 1158 |
|
|
2019
Q1 | $96K | Buy |
2,446
+1,548
| +172% | +$56.3K | ﹤0.01% | 1158 |
|
|
2018
Q4 | $29K | Buy |
898
+209
| +30% | +$8.13K | ﹤0.01% | 1026 |
|
|
2018
Q3 | $32K | Buy |
689
+118
| +21% | +$5.99K | ﹤0.01% | 839 |
|
|
2018
Q2 | $29K | Buy |
571
+518
| +977% | +$27.3K | ﹤0.01% | 749 |
|
|
2018
Q1 | $3K | Buy |
53
+35
| +194% | +$2.2K | ﹤0.01% | 1082 |
|
|
2017
Q4 | $1K | Sell |
18
-113
| -86% | -$7.37K | ﹤0.01% | 1336 |
|
|
2017
Q3 | $8K | Buy |
131
+113
| +628% | +$7.29K | ﹤0.01% | 938 |
|
|
2017
Q2 | $1K | Hold |
18
| – | – | ﹤0.01% | 1073 |
|
|
2017
Q1 | $1K | Buy |
+18
| New | +$1.11K | ﹤0.01% | 1041 |
|
|
2016
Q1 | – | Sell |
-64
| Closed | -$4K | – | 754 |
|
|
2015
Q4 | $4K | Buy |
+64
| New | +$3.67K | ﹤0.01% | 541 |
|
Other funds holding BTI
OAG
