Optimum Investment 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 | $56.9K | Hold |
1,202
| – | – | 0.02% | 326 |
|
|
2025
Q1 | $49.7K | Hold |
1,202
| – | – | 0.02% | 334 |
|
|
2024
Q4 | $43.7K | Hold |
1,202
| – | – | 0.02% | 357 |
|
|
2024
Q3 | $44K | Hold |
1,202
| – | – | 0.02% | 367 |
|
|
2024
Q2 | $37.2K | Hold |
1,202
| – | – | 0.02% | 382 |
|
|
2024
Q1 | $36.7K | Buy |
1,202
+150
| +14% | +$4.58K | 0.02% | 395 |
|
|
2023
Q4 | $30.8K | Sell |
1,052
-3
| -0.3% | -$88 | 0.02% | 398 |
|
|
2023
Q3 | $33.1K | Hold |
1,055
| – | – | 0.02% | 414 |
|
|
2023
Q2 | $35K | Sell |
1,055
-900
| -46% | -$29.9K | 0.02% | 410 |
|
|
2023
Q1 | $68.7K | Buy |
1,955
+900
| +85% | +$31.6K | 0.04% | 326 |
|
|
2022
Q4 | $42.2K | Hold |
1,055
| – | – | 0.02% | 400 |
|
|
2022
Q3 | $37K | Hold |
1,055
| – | – | 0.02% | 423 |
|
|
2022
Q2 | $45K | Hold |
1,055
| – | – | 0.02% | 413 |
|
|
2022
Q1 | $44K | Hold |
1,055
| – | – | 0.02% | 458 |
|
|
2021
Q4 | $39K | Hold |
1,055
| – | – | 0.02% | 506 |
|
|
2021
Q3 | $37K | Hold |
1,055
| – | – | 0.02% | 504 |
|
|
2021
Q2 | $41K | Hold |
1,055
| – | – | 0.01% | 549 |
|
|
2021
Q1 | $41K | Hold |
1,055
| – | – | 0.01% | 538 |
|
|
2020
Q4 | $40K | Hold |
1,055
| – | – | 0.01% | 514 |
|
|
2020
Q3 | $38K | Hold |
1,055
| – | – | 0.01% | 489 |
|
|
2020
Q2 | $41K | Hold |
1,055
| – | – | 0.01% | 472 |
|
|
2020
Q1 | $36K | Hold |
1,055
| – | – | 0.01% | 477 |
|
|
2019
Q4 | $45K | Hold |
1,055
| – | – | 0.01% | 530 |
|
|
2019
Q3 | $39K | Hold |
1,055
| – | – | 0.01% | 551 |
|
|
2019
Q2 | $37K | Sell |
1,055
-105
| -9% | -$3.68K | 0.01% | 562 |
|
|
2019
Q1 | $48K | Hold |
1,160
| – | – | 0.02% | 512 |
|
|
2018
Q4 | $37K | Sell |
1,160
-50
| -4% | -$1.6K | 0.01% | 514 |
|
|
2018
Q3 | $56K | Hold |
1,210
| – | – | 0.02% | 511 |
|
|
2018
Q2 | $61K | Hold |
1,210
| – | – | 0.02% | 495 |
|
|
2018
Q1 | $70K | Buy |
+1,210
| New | +$70K | 0.02% | 462 |
|
|
2017
Q4 | – | Sell |
-3,480
| Closed | -$217K | – | 312 |
|
|
2017
Q3 | $217K | Buy |
+3,480
| New | +$217K | 0.07% | 269 |
|