Finer Wealth Management’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 | $750K | Hold |
15,846
| – | – | 0.4% | 45 |
|
|
2025
Q1 | $656K | Sell |
15,846
-50
| -0.3% | -$2.07K | 0.39% | 49 |
|
|
2024
Q4 | $577K | Hold |
15,896
| – | – | 0.33% | 54 |
|
|
2024
Q3 | $581K | Buy |
15,896
+3,882
| +32% | +$142K | 0.36% | 53 |
|
|
2024
Q2 | $372K | Buy |
12,014
+2,942
| +32% | +$91K | 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% | +$911 | 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% | +$49.8K | 0.34% | 60 |
|
|
2022
Q3 | $277K | Hold |
7,798
| – | – | 0.27% | 67 |
|
|
2022
Q2 | $335K | Buy |
+7,798
| New | +$335K | 0.31% | 64 |
|