Phillips Wealth Planners’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 | $401K | Buy |
8,364
+3,239
| +63% | +$155K | 0.36% | 97 |
|
|
2025
Q1 | $213K | Buy |
+5,125
| New | +$213K | 0.23% | 162 |
|
|
2024
Q3 | – | Sell |
-7,625
| Closed | -$244K | – | 198 |
|
|
2024
Q2 | $244K | Buy |
7,625
+15
| +0.2% | +$481 | 0.26% | 149 |
|
|
2024
Q1 | $216K | Buy |
+7,610
| New | +$216K | 0.25% | 163 |
|
|
2023
Q4 | – | Sell |
-8,674
| Closed | -$260K | – | 158 |
|
|
2023
Q3 | $260K | Buy |
8,674
+1,422
| +20% | +$42.7K | 0.35% | 110 |
|
|
2023
Q2 | $241K | Sell |
7,252
-2,503
| -26% | -$83.1K | 0.32% | 120 |
|
|
2023
Q1 | $360K | Buy |
+9,755
| New | +$360K | 0.48% | 79 |
|