EverSource Wealth Advisors’s British American Tobacco BTI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $266K | Buy |
5,610
+2,268
| +68% | +$107K | 0.01% | 732 |
|
|
2025
Q1 | $138K | Sell |
3,342
-2,133
| -39% | -$88.2K | 0.01% | 789 |
|
|
2024
Q4 | $199K | Sell |
5,475
-437
| -7% | -$15.9K | 0.01% | 657 |
|
|
2024
Q3 | $216K | Sell |
5,912
-251
| -4% | -$9.18K | 0.01% | 534 |
|
|
2024
Q2 | $220K | Buy |
6,163
+1,648
| +37% | +$58.7K | 0.01% | 529 |
|
|
2024
Q1 | $133K | Sell |
4,515
-392
| -8% | -$11.5K | 0.01% | 615 |
|
|
2023
Q4 | $144K | Sell |
4,907
-511
| -9% | -$15K | 0.01% | 515 |
|
|
2023
Q3 | $170K | Buy |
5,418
+1,056
| +24% | +$33.2K | 0.02% | 431 |
|
|
2023
Q2 | $145K | Buy |
4,362
+305
| +8% | +$10.1K | 0.02% | 466 |
|
|
2023
Q1 | $142K | Buy |
4,057
+180
| +5% | +$6.32K | 0.02% | 449 |
|
|
2022
Q4 | $155K | Sell |
3,877
-1,996
| -34% | -$79.8K | 0.02% | 394 |
|
|
2022
Q3 | $209K | Sell |
5,873
-1,137
| -16% | -$40.5K | 0.05% | 290 |
|
|
2022
Q2 | $300K | Buy |
7,010
+2,394
| +52% | +$102K | 0.08% | 212 |
|
|
2022
Q1 | $195K | Buy |
4,616
+2,641
| +134% | +$112K | 0.05% | 256 |
|
|
2021
Q4 | $74K | Buy |
+1,975
| New | +$74K | 0.02% | 351 |
|