Congress Wealth Management’s British American Tobacco BTI Stock Holding History

Congress Wealth Management’s Portfolio BTI Stock Details BTI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$361K	Buy
2025 Q1	$247K	Buy
2024 Q4	$212K	Buy
2023 Q2	–	Sell
2023 Q1	$207K	Buy
2022 Q4	$234K	Sell
2022 Q3	$366K	Buy
2022 Q2	$240K	Sell
2022 Q1	$260K	Buy
2021 Q4	$204K	Buy