Fingerlakes 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	$279K	Hold	4,770	–	–	0.19%	81
2025 Q4	$270K	Buy	4,770 +19	+0.4%	+$1.04K	0.17%	82
2025 Q3	$252K	Hold	4,751	–	–	0.16%	82
2025 Q2	$225K	Sell	4,751 -1,632	-26%	-$72.3K	0.17%	80
2025 Q1	$264K	Hold	6,383	–	–	0.22%	78
2024 Q4	$232K	Buy	6,383 +738	+13%	+$26.7K	0.19%	80
2024 Q3	$206K	Buy	+5,645	New	+$202K	0.17%	88
2023 Q4	–	Sell	-6,930	Closed	-$218K	–	86
2023 Q3	$218K	Buy	6,930 +19	+0.3%	+$626	0.27%	80
2023 Q2	$229K	Buy	+6,911	New	+$236K	0.26%	84
2023 Q1	–	Sell	-5,197	Closed	-$208K	–	88
2022 Q4	$208K	Sell	5,197 -1,392	-21%	-$54.7K	0.29%	84
2022 Q3	$234K	Buy	6,589 +97	+1%	+$3.89K	0.34%	75
2022 Q2	$279K	Sell	6,492 -118	-2%	-$5.06K	0.38%	71
2022 Q1	$279K	Buy	6,610 +57	+0.9%	+$2.43K	0.33%	79
2021 Q4	$245K	Buy	+6,553	New	+$233K	0.28%	84