Heritage Wealth Advisors’s British American Tobacco BTI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$58.5K	Hold	1,000	–	–	﹤0.01%	307
2025 Q4	$56.6K	Hold	1,000	–	–	﹤0.01%	309
2025 Q3	$53.1K	Hold	1,000	–	–	﹤0.01%	295
2025 Q2	$47.3K	Hold	1,000	–	–	﹤0.01%	302
2025 Q1	$41.4K	Hold	1,000	–	–	﹤0.01%	315
2024 Q4	$36.3K	Buy	1,000 +100	+11%	+$3.61K	﹤0.01%	341
2024 Q3	$32.9K	Hold	900	–	–	﹤0.01%	361
2024 Q2	$27.8K	Hold	900	–	–	﹤0.01%	361
2024 Q1	$27.4K	Hold	900	–	–	﹤0.01%	376
2023 Q4	$26.4K	Buy	+900	New	+$27.4K	﹤0.01%	386
2020 Q1	–	Sell	-104	Closed	-$4.42K	–	461
2019 Q4	$4.42K	Buy	+104	New	+$3.92K	﹤0.01%	448
2018 Q4	–	Sell	-1,225	Closed	-$57K	–	389
2018 Q3	$57K	Buy	+1,225	New	+$62.2K	0.01%	188