Loring Wolcott & Coolidge Fiduciary 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $128K | Hold |
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|
2025
Q2 | $117K | Hold |
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|
2025
Q1 | $105K | Hold |
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|
2024
Q4 | $98K | Hold |
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|
2024
Q3 | $85.8K | Hold |
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|
2024
Q2 | $79.5K | Hold |
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|
2024
Q1 | $72.8K | Sell |
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|
2023
Q4 | $294K | Hold |
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|
2023
Q3 | $305K | Hold |
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|
2023
Q2 | $330K | Hold |
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|
2023
Q1 | $349K | Hold |
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|
2022
Q4 | $397K | Hold |
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|
2022
Q3 | $352K | Hold |
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|
2022
Q2 | $426K | Hold |
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|
2022
Q1 | $418K | Hold |
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|
2021
Q4 | $371K | Hold |
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|
2021
Q3 | $350K | Hold |
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|
2021
Q2 | $390K | Sell |
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|
2021
Q1 | $426K | Sell |
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|
2020
Q4 | $434K | Hold |
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|
2020
Q3 | $418K | Hold |
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|
2020
Q2 | $449K | Hold |
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|
2020
Q1 | $396K | Sell |
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|
2019
Q4 | $534K | Hold |
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|
2019
Q3 | $464K | Hold |
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|
2019
Q2 | $438K | Sell |
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|
2019
Q1 | $1.03M | Hold |
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|
2018
Q4 | $789K | Sell |
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|
2018
Q3 | $1.16M | Sell |
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|
2018
Q2 | $1.29M | Sell |
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|
2018
Q1 | $1.54M | Sell |
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|
2017
Q4 | $1.85M | Sell |
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|
2017
Q3 | $2.13M | Buy |
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|
2017
Q2 | $1.66M | Buy |
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|
2017
Q1 | $1.74M | Sell |
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|
2016
Q4 | $1.63M | Hold |
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|
2016
Q3 | $1.84M | Hold |
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|
2016
Q2 | $1.87M | Hold |
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|
2016
Q1 | $1.69M | Hold |
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|
2015
Q4 | $1.59M | Hold |
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|
2015
Q3 | $1.56M | Hold |
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|
2015
Q2 | $1.56M | Hold |
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|
2015
Q1 | $1.5M | Hold |
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|
2014
Q4 | $1.55M | Hold |
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|
2014
Q3 | $1.63M | Hold |
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|
2014
Q2 | $1.72M | Hold |
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|
2014
Q1 | $1.61M | Buy |
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|
2013
Q4 | $1.29M | Buy |
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|
2013
Q3 | $1.19M | Buy |
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|
2013
Q2 | $1.16M | Buy |
|