Concord Wealth Partners’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 | $257K | Hold |
5,436
| – | – | 0.04% | 180 |
|
|
2025
Q1 | $225K | Buy |
5,436
+1,428
| +36% | +$59.1K | 0.04% | 186 |
|
|
2024
Q4 | $146K | Buy |
4,008
+2,767
| +223% | +$100K | 0.02% | 217 |
|
|
2024
Q3 | $45.4K | Buy |
1,241
+14
| +1% | +$512 | 0.01% | 351 |
|
|
2024
Q2 | $38K | Buy |
1,227
+10
| +0.8% | +$309 | 0.01% | 343 |
|
|
2024
Q1 | $37.1K | Hold |
1,217
| – | – | 0.01% | 398 |
|
|
2023
Q4 | $35.6K | Sell |
1,217
-1,458
| -55% | -$42.7K | 0.01% | 402 |
|
|
2023
Q3 | $84K | Buy |
2,675
+24
| +0.9% | +$754 | 0.02% | 305 |
|
|
2023
Q2 | $88K | Buy |
2,651
+1,238
| +88% | +$41.1K | 0.02% | 291 |
|
|
2023
Q1 | $49.6K | Buy |
1,413
+19
| +1% | +$667 | 0.01% | 348 |
|
|
2022
Q4 | $55.7K | Buy |
+1,394
| New | +$55.7K | 0.02% | 359 |
|
|
2022
Q3 | – | Sell |
-1,362
| Closed | -$58K | – | 287 |
|
|
2022
Q2 | $58K | Buy |
1,362
+17
| +1% | +$724 | 0.02% | 343 |
|
|
2022
Q1 | $57K | Buy |
1,345
+15
| +1% | +$636 | 0.01% | 405 |
|
|
2021
Q4 | $50K | Buy |
1,330
+855
| +180% | +$32.1K | 0.01% | 455 |
|
|
2021
Q3 | $17K | Hold |
475
| – | – | 0.01% | 400 |
|
|
2021
Q2 | $19K | Hold |
475
| – | – | 0.01% | 509 |
|
|
2021
Q1 | $18K | Hold |
475
| – | – | 0.01% | 486 |
|
|
2020
Q4 | $18K | Buy |
+475
| New | +$18K | 0.01% | 318 |
|