Pinnacle Wealth Planning Services’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 | $586K | Buy |
12,377
+2,968
| +32% | +$140K | 0.08% | 165 |
|
|
2025
Q1 | $389K | Buy |
9,409
+289
| +3% | +$12K | 0.06% | 208 |
|
|
2024
Q4 | $331K | Sell |
9,120
-3,513
| -28% | -$128K | 0.05% | 232 |
|
|
2024
Q3 | $462K | Sell |
12,633
-102
| -0.8% | -$3.73K | 0.06% | 203 |
|
|
2024
Q2 | $394K | Sell |
12,735
-159
| -1% | -$4.92K | 0.06% | 217 |
|
|
2024
Q1 | $393K | Buy |
+12,894
| New | +$393K | 0.06% | 232 |
|
|
2023
Q4 | – | Sell |
-8,951
| Closed | -$281K | – | 489 |
|
|
2023
Q3 | $281K | Buy |
8,951
+2,534
| +39% | +$79.6K | 0.05% | 269 |
|
|
2023
Q2 | $213K | Sell |
6,417
-1,449
| -18% | -$48.1K | 0.03% | 363 |
|
|
2023
Q1 | $276K | Sell |
7,866
-1,867
| -19% | -$65.6K | 0.05% | 287 |
|
|
2022
Q4 | $389K | Sell |
9,733
-778
| -7% | -$31.1K | 0.07% | 207 |
|
|
2022
Q3 | $373K | Buy |
10,511
+84
| +0.8% | +$2.98K | 0.07% | 188 |
|
|
2022
Q2 | $447K | Sell |
10,427
-641
| -6% | -$27.5K | 0.08% | 171 |
|
|
2022
Q1 | $467K | Sell |
11,068
-410
| -4% | -$17.3K | 0.09% | 173 |
|
|
2021
Q4 | $430K | Buy |
11,478
+8
| +0.1% | +$300 | 0.08% | 183 |
|
|
2021
Q3 | $405K | Sell |
11,470
-49,382
| -81% | -$1.74M | 0.09% | 178 |
|
|
2021
Q2 | $2.39M | Buy |
60,852
+49,318
| +428% | +$1.94M | 0.56% | 31 |
|
|
2021
Q1 | $447K | Buy |
11,534
+1,792
| +18% | +$69.4K | 0.11% | 137 |
|
|
2020
Q4 | $365K | Buy |
9,742
+1,749
| +22% | +$65.5K | 0.09% | 154 |
|
|
2020
Q3 | $289K | Sell |
7,993
-1,571
| -16% | -$56.8K | 0.1% | 172 |
|
|
2020
Q2 | $372K | Sell |
9,564
-458
| -5% | -$17.8K | 0.12% | 135 |
|
|
2020
Q1 | $341K | Buy |
10,022
+360
| +4% | +$12.2K | 0.16% | 125 |
|
|
2019
Q4 | $410K | Buy |
9,662
+903
| +10% | +$38.3K | 0.19% | 111 |
|
|
2019
Q3 | $323K | Sell |
8,759
-51
| -0.6% | -$1.88K | 0.18% | 117 |
|
|
2019
Q2 | $307K | Buy |
8,810
+430
| +5% | +$15K | 0.19% | 110 |
|
|
2019
Q1 | $350K | Buy |
+8,380
| New | +$350K | 0.23% | 84 |
|
|
2018
Q4 | – | Sell |
-9,649
| Closed | -$450K | – | 154 |
|
|
2018
Q3 | $450K | Sell |
9,649
-724
| -7% | -$33.8K | 0.41% | 81 |
|
|
2018
Q2 | $523K | Sell |
10,373
-3,623
| -26% | -$183K | 0.51% | 62 |
|
|
2018
Q1 | $807K | Buy |
13,996
+11,740
| +520% | +$677K | 0.83% | 34 |
|
|
2017
Q4 | $151K | Buy |
+2,256
| New | +$151K | 0.31% | 67 |
|