Cary Street Partners Investment Advisory’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 | $205K | Buy |
+4,325
| New | +$205K | 0.1% | 239 |
|
|
2023
Q4 | – | Sell |
-296
| Closed | -$9.3K | – | 778 |
|
|
2023
Q3 | $9.3K | Hold |
296
| – | – | ﹤0.01% | 1322 |
|
|
2023
Q2 | $9.83K | Hold |
296
| – | – | ﹤0.01% | 1246 |
|
|
2023
Q1 | $10.4K | Hold |
296
| – | – | ﹤0.01% | 1138 |
|
|
2022
Q4 | $11.8K | Buy |
+296
| New | +$11.8K | ﹤0.01% | 1105 |
|
|
2021
Q1 | – | Sell |
-8,473
| Closed | -$318K | – | 321 |
|
|
2020
Q4 | $318K | Buy |
8,473
+7,737
| +1,051% | +$290K | 0.06% | 245 |
|
|
2020
Q3 | $27K | Buy |
+736
| New | +$27K | 0.01% | 596 |
|