SDAM
Shulman DeMeo Asset Management’s British American Tobacco BTI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $386K | Hold |
8,165
| – | – | 0.1% | 76 |
|
|
2025
Q1 | $338K | Hold |
8,165
| – | – | 0.09% | 83 |
|
|
2024
Q4 | $297K | Sell |
8,165
-776
| -9% | -$28.2K | 0.08% | 92 |
|
|
2024
Q3 | $327K | Sell |
8,941
-218
| -2% | -$7.97K | 0.08% | 94 |
|
|
2024
Q2 | $283K | Buy |
9,159
+3
| +0% | +$93 | 0.07% | 103 |
|
|
2024
Q1 | $279K | Buy |
9,156
+3
| +0% | +$92 | 0.07% | 104 |
|
|
2023
Q4 | $268K | Sell |
9,153
-1,924
| -17% | -$56.4K | 0.08% | 110 |
|
|
2023
Q3 | $348K | Sell |
11,077
-369
| -3% | -$11.6K | 0.12% | 84 |
|
|
2023
Q2 | $380K | Sell |
11,446
-9
| -0.1% | -$299 | 0.11% | 82 |
|
|
2023
Q1 | $402K | Sell |
11,455
-22
| -0.2% | -$773 | 0.13% | 78 |
|
|
2022
Q4 | $459K | Buy |
11,477
+2
| +0% | +$80 | 0.15% | 66 |
|
|
2022
Q3 | $407K | Sell |
11,475
-570
| -5% | -$20.2K | 0.14% | 68 |
|
|
2022
Q2 | $517K | Sell |
12,045
-30
| -0.2% | -$1.29K | 0.17% | 57 |
|
|
2022
Q1 | $509K | Hold |
12,075
| – | – | 0.14% | 71 |
|
|
2021
Q4 | $452K | Sell |
12,075
-1,365
| -10% | -$51.1K | 0.12% | 77 |
|
|
2021
Q3 | $474K | Buy |
+13,440
| New | +$474K | 0.41% | 43 |
|
|
2021
Q2 | – | Sell |
-13,439
| Closed | -$521K | – | 72 |
|
|
2021
Q1 | $521K | Sell |
13,439
-24
| -0.2% | -$930 | 0.14% | 73 |
|
|
2020
Q4 | $505K | Sell |
13,463
-246
| -2% | -$9.23K | 0.14% | 70 |
|
|
2020
Q3 | $496K | Buy |
13,709
+686
| +5% | +$24.8K | 0.17% | 61 |
|
|
2020
Q2 | $506K | Sell |
13,023
-25
| -0.2% | -$971 | 0.2% | 51 |
|
|
2020
Q1 | $446K | Sell |
13,048
-1,800
| -12% | -$61.5K | 0.21% | 50 |
|
|
2019
Q4 | $630K | Sell |
14,848
-469
| -3% | -$19.9K | 0.22% | 52 |
|
|
2019
Q3 | $565K | Buy |
15,317
+71
| +0.5% | +$2.62K | 0.19% | 56 |
|
|
2019
Q2 | $532K | Buy |
15,246
+397
| +3% | +$13.9K | 0.2% | 51 |
|
|
2019
Q1 | $620K | Buy |
+14,849
| New | +$620K | 0.24% | 46 |
|