Integrated Wealth Concepts’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	$2.59M	Buy	44,312 +19,341	+77%	+$1.14M	0.02%	663
2025 Q4	$1.41M	Sell	24,971 -1,390	-5%	-$75.8K	0.02%	633
2025 Q3	$1.4M	Buy	26,361 +8,504	+48%	+$462K	0.01%	826
2025 Q2	$845K	Buy	17,857 +2,509	+16%	+$111K	0.01%	1016
2025 Q1	$635K	Buy	15,348 +638	+4%	+$25.1K	0.01%	1038
2024 Q4	$534K	Buy	14,710 +1,820	+14%	+$65.7K	0.01%	1095
2024 Q3	$472K	Buy	12,890 +418	+3%	+$14.9K	0.01%	1109
2024 Q2	$386K	Sell	12,472 -165	-1%	-$5.01K	0.01%	1170
2024 Q1	$385K	Sell	12,637 -51	-0.4%	-$1.53K	0.01%	1176
2023 Q4	$372K	Sell	12,688 -4,459	-26%	-$136K	0.01%	1141
2023 Q3	$539K	Sell	17,147 -829	-5%	-$27.3K	0.01%	954
2023 Q2	$597K	Buy	17,976 +9,075	+102%	+$310K	0.01%	909
2023 Q1	$313K	Buy	8,901 +3,270	+58%	+$123K	0.01%	1035
2022 Q4	$225K	Buy	+5,631	New	+$221K	0.01%	900