MWM
Mission Wealth Management’s British American Tobacco BTI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $513K | Buy |
10,839
+226
| +2% | +$10.7K | 0.01% | 448 |
|
|
2025
Q1 | $439K | Sell |
10,613
-72
| -0.7% | -$2.98K | 0.01% | 466 |
|
|
2024
Q4 | $388K | Buy |
10,685
+1,375
| +15% | +$49.9K | 0.01% | 471 |
|
|
2024
Q3 | $341K | Buy |
9,310
+484
| +5% | +$17.7K | 0.01% | 506 |
|
|
2024
Q2 | $273K | Buy |
+8,826
| New | +$273K | 0.01% | 522 |
|
|
2023
Q4 | – | Sell |
-6,951
| Closed | -$218K | – | 559 |
|
|
2023
Q3 | $218K | Sell |
6,951
-427
| -6% | -$13.4K | 0.01% | 489 |
|
|
2023
Q2 | $245K | Sell |
7,378
-92
| -1% | -$3.06K | 0.01% | 461 |
|
|
2023
Q1 | $262K | Buy |
7,470
+1,047
| +16% | +$36.8K | 0.01% | 444 |
|
|
2022
Q4 | $257K | Sell |
6,423
-4
| -0.1% | -$160 | 0.01% | 431 |
|
|
2022
Q3 | $228K | Buy |
6,427
+1,217
| +23% | +$43.2K | 0.01% | 427 |
|
|
2022
Q2 | $224K | Buy |
+5,210
| New | +$224K | 0.01% | 442 |
|