Hohimer Wealth Management’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	$310K	Hold	5,300	–	–	0.04%	235
2025 Q4	$300K	Hold	5,300	–	–	0.04%	223
2025 Q3	$281K	Hold	5,300	–	–	0.04%	229
2025 Q2	$251K	Hold	5,300	–	–	0.04%	203
2025 Q1	$219K	Buy	+5,300	New	+$208K	0.04%	229
2022 Q2	–	Sell	-86,272	Closed	-$3.64M	–	204
2022 Q1	$3.64M	Buy	86,272 +6,397	+8%	+$273K	0.72%	44
2021 Q4	$2.99M	Sell	79,875 -16,437	-17%	-$584K	0.63%	57
2021 Q3	$3.4M	Sell	96,312 -2,873	-3%	-$108K	0.71%	52
2021 Q2	$3.9M	Buy	99,185 +5,908	+6%	+$231K	0.8%	43
2021 Q1	$3.61M	Buy	93,277 +10,263	+12%	+$386K	0.88%	37
2020 Q4	$3.11M	Buy	83,014 +10,167	+14%	+$364K	0.83%	34
2020 Q3	$2.45M	Buy	+72,847	New	+$2.55M	0.7%	41