HCR Wealth 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
Q2 | $209K | Buy |
+4,407
| New | +$209K | 0.02% | 222 |
|
|
2020
Q4 | – | Sell |
-6,070
| Closed | -$219K | – | 270 |
|
|
2020
Q3 | $219K | Hold |
6,070
| – | – | 0.05% | 152 |
|
|
2020
Q2 | $239K | Hold |
6,070
| – | – | 0.06% | 135 |
|
|
2020
Q1 | $208K | Buy |
+6,070
| New | +$208K | 0.06% | 145 |
|
|
2019
Q4 | – | Sell |
-7,773
| Closed | -$287K | – | 243 |
|
|
2019
Q3 | $287K | Hold |
7,773
| – | – | 0.1% | 125 |
|
|
2019
Q2 | $271K | Hold |
7,773
| – | – | 0.08% | 133 |
|
|
2019
Q1 | $324K | Sell |
7,773
-2,575
| -25% | -$107K | 0.09% | 135 |
|
|
2018
Q4 | $330K | Buy |
10,348
+2,575
| +33% | +$82.1K | 0.11% | 123 |
|
|
2018
Q3 | $354K | Buy |
+7,773
| New | +$354K | 0.12% | 120 |
|