Congress Wealth Management’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 | $361K | Buy |
7,631
+1,652
| +28% | +$78.2K | ﹤0.01% | 1012 |
|
|
2025
Q1 | $247K | Buy |
5,979
+134
| +2% | +$5.54K | ﹤0.01% | 982 |
|
|
2024
Q4 | $212K | Buy |
+5,845
| New | +$212K | ﹤0.01% | 848 |
|
|
2023
Q2 | – | Sell |
-5,885
| Closed | -$207K | – | 559 |
|
|
2023
Q1 | $207K | Buy |
5,885
+35
| +0.6% | +$1.23K | 0.01% | 538 |
|
|
2022
Q4 | $234K | Sell |
5,850
-4,452
| -43% | -$178K | 0.01% | 517 |
|
|
2022
Q3 | $366K | Buy |
10,302
+4,710
| +84% | +$167K | 0.01% | 439 |
|
|
2022
Q2 | $240K | Sell |
5,592
-586
| -9% | -$25.2K | 0.01% | 507 |
|
|
2022
Q1 | $260K | Buy |
6,178
+726
| +13% | +$30.6K | 0.01% | 538 |
|
|
2021
Q4 | $204K | Buy |
+5,452
| New | +$204K | ﹤0.01% | 587 |
|