JFS 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 Q2	$30K	Buy	486 +23	+5%	+$1.39K	﹤0.01%	657
2026 Q1	$27.1K	Sell	463 -30	-6%	-$1.77K	﹤0.01%	668
2025 Q4	$27.9K	Sell	493 -100	-17%	-$5.46K	﹤0.01%	660
2025 Q3	$31.5K	Buy	593 +100	+20%	+$5.43K	﹤0.01%	595
2025 Q2	$23.3K	Hold	493	–	–	﹤0.01%	627
2025 Q1	$20.4K	Hold	493	–	–	﹤0.01%	655
2024 Q4	$17.9K	Hold	493	–	–	﹤0.01%	675
2024 Q3	$18K	Sell	493 -181	-27%	-$6.47K	﹤0.01%	667
2024 Q2	$20.8K	Buy	674 +420	+165%	+$12.8K	﹤0.01%	592
2024 Q1	$7.75K	Sell	254 -60	-19%	-$1.81K	﹤0.01%	904
2023 Q4	$9.2K	Sell	314 -67	-18%	-$2.04K	﹤0.01%	799
2023 Q3	$12K	Buy	381 +146	+62%	+$4.81K	﹤0.01%	668
2023 Q2	$7.8K	Sell	235 -146	-38%	-$4.99K	﹤0.01%	814
2023 Q1	$13.4K	Sell	381 -220	-37%	-$8.29K	﹤0.01%	624
2022 Q4	$24K	Sell	601 -225	-27%	-$8.84K	﹤0.01%	487
2022 Q3	$29K	Buy	826 +73	+10%	+$2.92K	﹤0.01%	485
2022 Q2	$32K	Buy	753 +101	+15%	+$4.33K	﹤0.01%	487
2022 Q1	$27K	Buy	652 +503	+338%	+$21.4K	﹤0.01%	535
2021 Q4	$6K	Buy	+149	New	+$5.29K	﹤0.01%	755
2018 Q4	–	Sell	-80	Closed	-$4K	–	464
2018 Q3	$4K	Buy	+80	New	+$4.06K	﹤0.01%	466