Obermeyer Wealth 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 | $1.77M | Sell |
37,500
-45
| -0.1% | -$2.13K | 0.09% | 83 |
|
|
2025
Q1 | $1.55M | Sell |
37,545
-618
| -2% | -$25.6K | 0.08% | 78 |
|
|
2024
Q4 | $1.39M | Buy |
38,163
+663
| +2% | +$24.1K | 0.07% | 85 |
|
|
2024
Q3 | $1.37M | Buy |
37,500
+12,500
| +50% | +$457K | 0.07% | 90 |
|
|
2024
Q2 | $773K | Hold |
25,000
| – | – | 0.04% | 114 |
|
|
2024
Q1 | $763K | Buy |
+25,000
| New | +$763K | 0.04% | 107 |
|