J.P. Morgan Private 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $2.72M | Sell |
86,587
-32,804
| -27% | -$1.03M | 0.01% | 647 |
|
|
2023
Q2 | $3.96M | Sell |
119,391
-73,225
| -38% | -$2.43M | 0.02% | 379 |
|
|
2023
Q1 | $6.76M | Buy |
192,616
+49,845
| +35% | +$1.75M | 0.01% | 523 |
|
|
2022
Q4 | $5.71M | Buy |
142,771
+9,125
| +7% | +$365K | 0.01% | 546 |
|
|
2022
Q3 | $4.74M | Buy |
133,646
+4,164
| +3% | +$148K | 0.01% | 571 |
|
|
2022
Q2 | $5.56M | Sell |
129,482
-14,188
| -10% | -$609K | 0.01% | 545 |
|
|
2022
Q1 | $6.06M | Buy |
143,670
+18,413
| +15% | +$776K | 0.01% | 563 |
|
|
2021
Q4 | $4.69M | Buy |
125,257
+5,399
| +5% | +$202K | 0.01% | 625 |
|
|
2021
Q3 | $4.23M | Buy |
119,858
+5,531
| +5% | +$195K | 0.01% | 635 |
|
|
2021
Q2 | $4.49M | Buy |
114,327
+35,584
| +45% | +$1.4M | 0.01% | 626 |
|
|
2021
Q1 | $3.05M | Sell |
78,743
-11,837
| -13% | -$459K | 0.01% | 638 |
|
|
2020
Q4 | $3.4M | Buy |
90,580
+4,403
| +5% | +$165K | 0.01% | 581 |
|
|
2020
Q3 | $3.12M | Buy |
86,177
+33,055
| +62% | +$1.19M | 0.01% | 535 |
|
|
2020
Q2 | $2.06M | Buy |
53,122
+4,169
| +9% | +$162K | 0.01% | 578 |
|
|
2020
Q1 | $1.67M | Buy |
48,953
+20,870
| +74% | +$714K | 0.01% | 577 |
|
|
2019
Q4 | $1.19M | Buy |
28,083
+948
| +3% | +$40.2K | 0.01% | 739 |
|
|
2019
Q3 | $1M | Sell |
27,135
-26,092
| -49% | -$963K | 0.01% | 748 |
|
|
2019
Q2 | $1.86M | Sell |
53,227
-34,360
| -39% | -$1.2M | 0.01% | 608 |
|
|
2019
Q1 | $3.65M | Sell |
87,587
-251
| -0.3% | -$10.5K | 0.02% | 477 |
|
|
2018
Q4 | $2.8M | Sell |
87,838
-50,698
| -37% | -$1.62M | 0.02% | 498 |
|
|
2018
Q3 | $6.46M | Buy |
138,536
+27,596
| +25% | +$1.29M | 0.03% | 378 |
|
|
2018
Q2 | $5.6M | Buy |
110,940
+18,351
| +20% | +$926K | 0.03% | 377 |
|
|
2018
Q1 | $5.34M | Buy |
92,589
+10,524
| +13% | +$607K | 0.04% | 314 |
|
|
2017
Q4 | $5.5M | Sell |
82,065
-3,349
| -4% | -$224K | 0.04% | 320 |
|
|
2017
Q3 | $5.33M | Buy |
85,414
+17,695
| +26% | +$1.11M | 0.04% | 310 |
|
|
2017
Q2 | $4.64M | Sell |
67,719
-2,988
| -4% | -$205K | 0.04% | 311 |
|
|
2017
Q1 | $4.69M | Sell |
70,707
-25,625
| -27% | -$1.7M | 0.04% | 316 |
|
|
2016
Q4 | $5.43M | Sell |
96,332
-8,228
| -8% | -$464K | 0.05% | 267 |
|
|
2016
Q3 | $6.67M | Sell |
104,560
-3,264
| -3% | -$208K | 0.06% | 241 |
|
|
2016
Q2 | $6.98M | Buy |
107,824
+6,890
| +7% | +$446K | 0.07% | 228 |
|
|
2016
Q1 | $5.9M | Sell |
100,934
-20,646
| -17% | -$1.21M | 0.06% | 231 |
|
|
2015
Q4 | $6.71M | Buy |
121,580
+109,186
| +881% | +$6.03M | 0.07% | 207 |
|
|
2015
Q3 | $682K | Buy |
12,394
+7,358
| +146% | +$405K | 0.01% | 546 |
|
|
2015
Q2 | $272K | Buy |
5,036
+728
| +17% | +$39.3K | ﹤0.01% | 880 |
|
|
2015
Q1 | $223K | Sell |
4,308
-234
| -5% | -$12.1K | ﹤0.01% | 1001 |
|
|
2014
Q4 | $245K | Buy |
4,542
+930
| +26% | +$50.2K | ﹤0.01% | 942 |
|
|
2014
Q3 | $204K | Buy |
+3,612
| New | +$204K | ﹤0.01% | 977 |
|