GeoWealth 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 | $521K | Buy |
11,005
+2,054
| +23% | +$97.2K | 0.02% | 396 |
|
|
2025
Q1 | $370K | Sell |
8,951
-2,840
| -24% | -$117K | 0.01% | 495 |
|
|
2024
Q4 | $428K | Buy |
11,791
+446
| +4% | +$16.2K | 0.01% | 508 |
|
|
2024
Q3 | $415K | Buy |
11,345
+369
| +3% | +$13.5K | 0.01% | 504 |
|
|
2024
Q2 | $339K | Sell |
10,976
-396
| -3% | -$12.2K | 0.01% | 545 |
|
|
2024
Q1 | $347K | Sell |
11,372
-2,112
| -16% | -$64.4K | 0.01% | 533 |
|
|
2023
Q4 | $395K | Buy |
+13,484
| New | +$395K | 0.03% | 370 |
|