EP Wealth Advisors’s British American Tobacco BTI Stock Holding History

EP Wealth Advisors’s Portfolio BTI Stock Details BTI Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$487K	Buy
2022 Q3	–	Sell
2022 Q2	$286K	Buy
2022 Q1	$211K	Buy
2021 Q3	–	Sell
2021 Q2	$257K	Buy