Foundations Investment Advisors’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
Q1 | – | Sell |
-198,659
| Closed | -$7.22M | – | 868 |
|
|
2024
Q4 | $7.22M | Buy |
198,659
+48,888
| +33% | +$1.78M | 0.14% | 145 |
|
|
2024
Q3 | $5.48M | Buy |
149,771
+19,345
| +15% | +$708K | 0.12% | 154 |
|
|
2024
Q2 | $4.03M | Buy |
130,426
+9,526
| +8% | +$295K | 0.1% | 164 |
|
|
2024
Q1 | $3.69M | Buy |
120,900
+4,315
| +4% | +$132K | 0.1% | 167 |
|
|
2023
Q4 | $3.52M | Buy |
116,585
+10,415
| +10% | +$315K | 0.09% | 159 |
|
|
2023
Q3 | $3.33M | Buy |
106,170
+8,023
| +8% | +$252K | 0.1% | 156 |
|
|
2023
Q2 | $3.26M | Buy |
98,147
+13,671
| +16% | +$454K | 0.11% | 138 |
|
|
2023
Q1 | $2.97M | Buy |
84,476
+77,371
| +1,089% | +$2.72M | 0.11% | 125 |
|
|
2022
Q4 | $284K | Buy |
+7,105
| New | +$284K | 0.01% | 352 |
|