Plante Moran Financial 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
Q1 | – | Sell |
-100
| Closed | -$3.63K | – | 814 |
|
|
2024
Q4 | $3.63K | Sell |
100
-9
| -8% | -$327 | ﹤0.01% | 732 |
|
|
2024
Q3 | $4K | Buy |
+109
| New | +$4K | ﹤0.01% | 704 |
|
|
2022
Q3 | – | Sell |
-93
| Closed | -$4K | – | 877 |
|
|
2022
Q2 | $4K | Buy |
+93
| New | +$4K | ﹤0.01% | 729 |
|
|
2021
Q4 | – | Sell |
-128
| Closed | -$5K | – | 1007 |
|
|
2021
Q3 | $5K | Hold |
128
| – | – | ﹤0.01% | 775 |
|
|
2021
Q2 | $5K | Hold |
128
| – | – | ﹤0.01% | 776 |
|
|
2021
Q1 | $5K | Sell |
128
-19
| -13% | -$742 | ﹤0.01% | 767 |
|
|
2020
Q4 | $6K | Buy |
+147
| New | +$6K | ﹤0.01% | 675 |
|
|
2020
Q1 | – | Sell |
-70
| Closed | -$3K | – | 733 |
|
|
2019
Q4 | $3K | Hold |
70
| – | – | ﹤0.01% | 652 |
|
|
2019
Q3 | $3K | Buy |
+70
| New | +$3K | ﹤0.01% | 730 |
|
|
2019
Q1 | – | Sell |
-246
| Closed | -$8K | – | 784 |
|
|
2018
Q4 | $8K | Buy |
246
+32
| +15% | +$1.04K | ﹤0.01% | 526 |
|
|
2018
Q3 | $10K | Sell |
214
-28
| -12% | -$1.31K | ﹤0.01% | 489 |
|
|
2018
Q2 | $12K | Sell |
242
-109
| -31% | -$5.41K | 0.01% | 519 |
|
|
2018
Q1 | $20K | Buy |
351
+258
| +277% | +$14.7K | 0.01% | 505 |
|
|
2017
Q4 | $6K | Buy |
93
+43
| +86% | +$2.77K | ﹤0.01% | 670 |
|
|
2017
Q3 | $3K | Sell |
50
-27
| -35% | -$1.62K | ﹤0.01% | 696 |
|
|
2017
Q2 | $5K | Sell |
77
-301
| -80% | -$19.5K | ﹤0.01% | 660 |
|
|
2017
Q1 | $25K | Sell |
378
-170
| -31% | -$11.2K | 0.02% | 437 |
|
|
2016
Q4 | $31K | Buy |
548
+234
| +75% | +$13.2K | 0.02% | 405 |
|
|
2016
Q3 | $20K | Buy |
314
+126
| +67% | +$8.03K | 0.01% | 489 |
|
|
2016
Q2 | $12K | Buy |
188
+122
| +185% | +$7.79K | 0.01% | 492 |
|
|
2016
Q1 | $4K | Buy |
+66
| New | +$4K | ﹤0.01% | 607 |
|
|
2014
Q4 | – | Sell |
-20
| Closed | -$1K | – | 811 |
|
|
2014
Q3 | $1K | Hold |
20
| – | – | ﹤0.01% | 761 |
|
|
2014
Q2 | $1K | Buy |
+20
| New | +$1K | ﹤0.01% | 788 |
|
|
2013
Q4 | – | Sell |
-1,190
| Closed | -$63K | – | 686 |
|
|
2013
Q3 | $63K | Buy |
+1,190
| New | +$63K | 0.04% | 168 |
|