JFS 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 | |
|---|---|---|---|---|---|---|---|---|
|
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% | -$6.62K | ﹤0.01% | 667 |
|
|
2024
Q2 | $20.8K | Buy |
674
+420
| +165% | +$13K | ﹤0.01% | 592 |
|
|
2024
Q1 | $7.75K | Sell |
254
-60
| -19% | -$1.83K | ﹤0.01% | 904 |
|
|
2023
Q4 | $9.2K | Sell |
314
-67
| -18% | -$1.96K | ﹤0.01% | 799 |
|
|
2023
Q3 | $12K | Buy |
381
+146
| +62% | +$4.59K | ﹤0.01% | 668 |
|
|
2023
Q2 | $7.8K | Sell |
235
-146
| -38% | -$4.85K | ﹤0.01% | 814 |
|
|
2023
Q1 | $13.4K | Sell |
381
-220
| -37% | -$7.73K | ﹤0.01% | 624 |
|
|
2022
Q4 | $24K | Sell |
601
-225
| -27% | -$9K | ﹤0.01% | 487 |
|
|
2022
Q3 | $29K | Buy |
826
+73
| +10% | +$2.56K | ﹤0.01% | 485 |
|
|
2022
Q2 | $32K | Buy |
753
+101
| +15% | +$4.29K | ﹤0.01% | 487 |
|
|
2022
Q1 | $27K | Buy |
652
+503
| +338% | +$20.8K | ﹤0.01% | 535 |
|
|
2021
Q4 | $6K | Buy |
+149
| New | +$6K | ﹤0.01% | 755 |
|
|
2018
Q4 | – | Sell |
-80
| Closed | -$4K | – | 464 |
|
|
2018
Q3 | $4K | Buy |
+80
| New | +$4K | ﹤0.01% | 466 |
|