Dynamic Advisor Solutions’s British American Tobacco BTI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $481K | Buy |
10,157
+543
| +6% | +$25.7K | 0.01% | 614 |
|
|
2025
Q1 | $398K | Buy |
9,614
+81
| +0.8% | +$3.35K | 0.01% | 637 |
|
|
2024
Q4 | $346K | Sell |
9,533
-3,115
| -25% | -$113K | 0.02% | 500 |
|
|
2024
Q3 | $463K | Buy |
12,648
+107
| +0.9% | +$3.91K | 0.01% | 635 |
|
|
2024
Q2 | $388K | Buy |
12,541
+1,563
| +14% | +$48.3K | 0.01% | 688 |
|
|
2024
Q1 | $335K | Buy |
10,978
+580
| +6% | +$17.7K | 0.01% | 725 |
|
|
2023
Q4 | $315K | Sell |
10,398
-4,793
| -32% | -$145K | 0.01% | 700 |
|
|
2023
Q3 | $477K | Buy |
15,191
+6,009
| +65% | +$189K | 0.02% | 535 |
|
|
2023
Q2 | $305K | Buy |
9,182
+515
| +6% | +$17.1K | 0.02% | 623 |
|
|
2023
Q1 | $304K | Buy |
8,667
+511
| +6% | +$17.9K | 0.02% | 586 |
|
|
2022
Q4 | $326K | Sell |
8,156
-308
| -4% | -$12.3K | 0.02% | 537 |
|
|
2022
Q3 | $300K | Buy |
8,464
+920
| +12% | +$32.6K | 0.02% | 525 |
|
|
2022
Q2 | $324K | Buy |
7,544
+1,444
| +24% | +$62K | 0.02% | 504 |
|
|
2022
Q1 | $257K | Buy |
6,100
+341
| +6% | +$14.4K | 0.02% | 606 |
|
|
2021
Q4 | $215K | Buy |
+5,759
| New | +$215K | 0.02% | 667 |
|
|
2019
Q2 | – | Sell |
-5,320
| Closed | -$222K | – | 502 |
|
|
2019
Q1 | $222K | Buy |
+5,320
| New | +$222K | 0.04% | 356 |
|
|
2018
Q4 | – | Sell |
-6,163
| Closed | -$287K | – | 396 |
|
|
2018
Q3 | $287K | Buy |
6,163
+797
| +15% | +$37.1K | 0.06% | 313 |
|
|
2018
Q2 | $272K | Buy |
5,366
+831
| +18% | +$42.1K | 0.06% | 313 |
|
|
2018
Q1 | $262K | Buy |
+4,535
| New | +$262K | 0.07% | 278 |
|