Fingerlakes 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 | $225K | Sell |
4,751
-1,632
| -26% | -$77.2K | 0.17% | 80 |
|
|
2025
Q1 | $264K | Hold |
6,383
| – | – | 0.22% | 78 |
|
|
2024
Q4 | $232K | Buy |
6,383
+738
| +13% | +$26.8K | 0.19% | 80 |
|
|
2024
Q3 | $206K | Buy |
+5,645
| New | +$206K | 0.17% | 88 |
|
|
2023
Q4 | – | Sell |
-6,930
| Closed | -$218K | – | 86 |
|
|
2023
Q3 | $218K | Buy |
6,930
+19
| +0.3% | +$597 | 0.27% | 80 |
|
|
2023
Q2 | $229K | Buy |
+6,911
| New | +$229K | 0.26% | 84 |
|
|
2023
Q1 | – | Sell |
-5,197
| Closed | -$208K | – | 88 |
|
|
2022
Q4 | $208K | Sell |
5,197
-1,392
| -21% | -$55.7K | 0.29% | 84 |
|
|
2022
Q3 | $234K | Buy |
6,589
+97
| +1% | +$3.45K | 0.34% | 75 |
|
|
2022
Q2 | $279K | Sell |
6,492
-118
| -2% | -$5.07K | 0.38% | 71 |
|
|
2022
Q1 | $279K | Buy |
6,610
+57
| +0.9% | +$2.41K | 0.33% | 79 |
|
|
2021
Q4 | $245K | Buy |
+6,553
| New | +$245K | 0.28% | 84 |
|