Integrated Wealth Concepts’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 | $845K | Buy |
17,857
+2,509
| +16% | +$119K | 0.01% | 1016 |
|
|
2025
Q1 | $635K | Buy |
15,348
+638
| +4% | +$26.4K | 0.01% | 1038 |
|
|
2024
Q4 | $534K | Buy |
14,710
+1,820
| +14% | +$66.1K | 0.01% | 1095 |
|
|
2024
Q3 | $472K | Buy |
12,890
+418
| +3% | +$15.3K | 0.01% | 1109 |
|
|
2024
Q2 | $386K | Sell |
12,472
-165
| -1% | -$5.1K | 0.01% | 1170 |
|
|
2024
Q1 | $385K | Sell |
12,637
-51
| -0.4% | -$1.56K | 0.01% | 1176 |
|
|
2023
Q4 | $372K | Sell |
12,688
-4,459
| -26% | -$131K | 0.01% | 1141 |
|
|
2023
Q3 | $539K | Sell |
17,147
-829
| -5% | -$26K | 0.01% | 954 |
|
|
2023
Q2 | $597K | Buy |
17,976
+9,075
| +102% | +$301K | 0.01% | 909 |
|
|
2023
Q1 | $313K | Buy |
8,901
+3,270
| +58% | +$115K | 0.01% | 1035 |
|
|
2022
Q4 | $225K | Buy |
+5,631
| New | +$225K | 0.01% | 900 |
|