Forum Financial 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 | $713K | Sell |
15,073
-5,586
| -27% | -$264K | 0.01% | 296 |
|
|
2025
Q1 | $855K | Sell |
20,659
-779
| -4% | -$32.2K | 0.01% | 232 |
|
|
2024
Q4 | $779K | Buy |
21,438
+6,367
| +42% | +$231K | 0.01% | 251 |
|
|
2024
Q3 | $551K | Hold |
15,071
| – | – | 0.01% | 303 |
|
|
2024
Q2 | $466K | Hold |
15,071
| – | – | 0.01% | 327 |
|
|
2024
Q1 | $460K | Hold |
15,071
| – | – | 0.01% | 350 |
|
|
2023
Q4 | $441K | Hold |
15,071
| – | – | 0.01% | 322 |
|
|
2023
Q3 | $473K | Sell |
15,071
-667
| -4% | -$21K | 0.01% | 295 |
|
|
2023
Q2 | $523K | Buy |
15,738
+659
| +4% | +$21.9K | 0.01% | 282 |
|
|
2023
Q1 | $530K | Buy |
15,079
+3
| +0% | +$105 | 0.02% | 251 |
|
|
2022
Q4 | $603K | Sell |
15,076
-221
| -1% | -$8.84K | 0.02% | 215 |
|
|
2022
Q3 | $543K | Buy |
15,297
+5
| +0% | +$177 | 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 | +$572K | 0.03% | 215 |
|