Finer Wealth Management’s British American Tobacco BTI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$956K	Buy	16,350 +819	+5%	+$48.5K	0.48%	42
2025 Q4	$879K	Sell	15,531 -52	-0.3%	-$2.84K	0.43%	43
2025 Q3	$827K	Sell	15,583 -263	-2%	-$14.3K	0.41%	47
2025 Q2	$750K	Hold	15,846	–	–	0.4%	45
2025 Q1	$656K	Sell	15,846 -50	-0.3%	-$1.97K	0.39%	49
2024 Q4	$577K	Hold	15,896	–	–	0.33%	54
2024 Q3	$581K	Buy	15,896 +3,882	+32%	+$139K	0.36%	53
2024 Q2	$372K	Buy	12,014 +2,942	+32%	+$89.4K	0.24%	62
2024 Q1	$277K	Hold	9,072	–	–	0.18%	72
2023 Q4	$266K	Hold	9,072	–	–	0.2%	69
2023 Q3	$285K	Buy	9,072 +29	+0.3%	+$956	0.23%	66
2023 Q2	$300K	Hold	9,043	–	–	0.23%	69
2023 Q1	$318K	Hold	9,043	–	–	0.27%	68
2022 Q4	$362K	Buy	9,043 +1,245	+16%	+$48.9K	0.34%	60
2022 Q3	$277K	Hold	7,798	–	–	0.27%	67
2022 Q2	$335K	Buy	+7,798	New	+$335K	0.31%	64