Forum Financial 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	–	Sell	-15,073	Closed	-$853K	–	430
2025 Q4	$853K	Hold	15,073	–	–	0.01%	288
2025 Q3	$800K	Hold	15,073	–	–	0.01%	291
2025 Q2	$713K	Sell	15,073 -5,586	-27%	-$247K	0.01%	297
2025 Q1	$855K	Sell	20,659 -779	-4%	-$30.6K	0.01%	232
2024 Q4	$779K	Buy	21,438 +6,367	+42%	+$230K	0.01%	251
2024 Q3	$551K	Hold	15,071	–	–	0.01%	305
2024 Q2	$466K	Hold	15,071	–	–	0.01%	328
2024 Q1	$460K	Hold	15,071	–	–	0.01%	351
2023 Q4	$441K	Hold	15,071	–	–	0.01%	323
2023 Q3	$473K	Sell	15,071 -667	-4%	-$22K	0.01%	296
2023 Q2	$523K	Buy	15,738 +659	+4%	+$22.5K	0.01%	282
2023 Q1	$530K	Buy	15,079 +3	+0%	+$113	0.02%	251
2022 Q4	$603K	Sell	15,076 -221	-1%	-$8.68K	0.02%	215
2022 Q3	$543K	Buy	15,297 +5	+0%	+$200	0.03%	207
2022 Q2	$656K	Hold	15,292	–	–	0.03%	185
2022 Q1	$644K	Hold	15,292	–	–	0.03%	199
2021 Q4	$572K	Buy	+15,292	New	+$543K	0.03%	216