Kovitz Investment Group Partners’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
$579K Sell
12,175
-511
-4% -$24.3K ﹤0.01% 933
2025
Q1
$525K Buy
12,686
+488
+4% +$20.2K ﹤0.01% 883
2024
Q4
$443K Sell
12,198
-2,449
-17% -$88.9K ﹤0.01% 929
2024
Q3
$470K Sell
14,647
-21,330
-59% -$685K ﹤0.01% 763
2024
Q2
$1.11M Buy
35,977
+24,304
+208% +$752K 0.01% 518
2024
Q1
$356K Buy
+11,673
New +$356K ﹤0.01% 559