EP Wealth Advisors’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 | $487K | Buy |
+10,298
| New | +$487K | ﹤0.01% | 790 |
|
|
2022
Q3 | – | Sell |
-6,672
| Closed | -$286K | – | 374 |
|
|
2022
Q2 | $286K | Buy |
6,672
+1,664
| +33% | +$71.3K | 0.01% | 489 |
|
|
2022
Q1 | $211K | Buy |
+5,008
| New | +$211K | ﹤0.01% | 563 |
|
|
2021
Q3 | – | Sell |
-6,549
| Closed | -$257K | – | 532 |
|
|
2021
Q2 | $257K | Buy |
+6,549
| New | +$257K | 0.01% | 471 |
|