Sanders Morris Harris’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 | $247K | Sell |
5,223
-5,000
| -49% | -$237K | 0.06% | 123 |
|
|
2025
Q1 | $422K | Sell |
10,223
-1,000
| -9% | -$41.2K | 0.07% | 170 |
|
|
2024
Q4 | $408K | Hold |
11,223
| – | – | 0.06% | 181 |
|
|
2024
Q3 | $411K | Hold |
11,223
| – | – | 0.07% | 178 |
|
|
2024
Q2 | $347K | Sell |
11,223
-126
| -1% | -$3.9K | 0.06% | 196 |
|
|
2024
Q1 | $346K | Buy |
+11,349
| New | +$346K | 0.06% | 195 |
|
|
2023
Q4 | – | Sell |
-11,349
| Closed | -$353K | – | 175 |
|
|
2023
Q3 | $353K | Buy |
11,349
+1,000
| +10% | +$31.1K | 0.07% | 178 |
|
|
2023
Q2 | $346K | Buy |
+10,349
| New | +$346K | 0.08% | 176 |
|
|
2021
Q4 | – | Sell |
-6,849
| Closed | -$241K | – | 338 |
|
|
2021
Q3 | $241K | Buy |
+6,849
| New | +$241K | 0.04% | 258 |
|
|
2018
Q1 | – | Sell |
-3,441
| Closed | -$230K | – | 145 |
|
|
2017
Q4 | $230K | Hold |
3,441
| – | – | 0.1% | 99 |
|
|
2017
Q3 | $215K | Buy |
+3,441
| New | +$215K | 0.09% | 109 |
|