Guardian Wealth 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 | – | Sell |
-2,732
| Closed | -$113K | – | 83 |
|
|
2025
Q1 | $113K | Buy |
2,732
+46
| +2% | +$1.9K | 0.08% | 76 |
|
|
2024
Q4 | $97.5K | Sell |
2,686
-713
| -21% | -$25.9K | 0.07% | 88 |
|
|
2024
Q3 | $124K | Sell |
3,399
-6,211
| -65% | -$227K | 0.09% | 77 |
|
|
2024
Q2 | $297K | Sell |
9,610
-839
| -8% | -$25.9K | 0.23% | 57 |
|
|
2024
Q1 | $319K | Buy |
10,449
+494
| +5% | +$15.1K | 0.25% | 54 |
|
|
2023
Q4 | $292K | Buy |
9,955
+3,010
| +43% | +$88.2K | 0.25% | 57 |
|
|
2023
Q3 | $218K | Buy |
6,945
+2,651
| +62% | +$83.3K | 0.2% | 61 |
|
|
2023
Q2 | $143K | Buy |
4,294
+2,848
| +197% | +$94.6K | 0.13% | 73 |
|
|
2023
Q1 | $50.8K | Buy |
1,446
+46
| +3% | +$1.62K | 0.05% | 108 |
|
|
2022
Q4 | $56K | Hold |
1,400
| – | – | 0.06% | 110 |
|
|
2022
Q3 | $50K | Hold |
1,400
| – | – | 0.06% | 105 |
|
|
2022
Q2 | $60K | Sell |
1,400
-489
| -26% | -$21K | 0.06% | 104 |
|
|
2022
Q1 | $80K | Buy |
1,889
+8
| +0.4% | +$339 | 0.08% | 102 |
|
|
2021
Q4 | $70K | Buy |
+1,881
| New | +$70K | 0.07% | 103 |
|