SVWAG
Sound View Wealth Advisors Group’s British American Tobacco BTI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $393K | Sell |
8,309
-607
| -7% | -$28.7K | 0.03% | 304 |
|
|
2025
Q1 | $369K | Buy |
8,916
+12
| +0.1% | +$496 | 0.03% | 305 |
|
|
2024
Q4 | $323K | Buy |
8,904
+258
| +3% | +$9.37K | 0.03% | 328 |
|
|
2024
Q3 | $316K | Sell |
8,646
-417
| -5% | -$15.3K | 0.03% | 327 |
|
|
2024
Q2 | $280K | Buy |
9,063
+871
| +11% | +$26.9K | 0.03% | 314 |
|
|
2024
Q1 | $250K | Sell |
8,192
-1,849
| -18% | -$56.4K | 0.03% | 330 |
|
|
2023
Q4 | $294K | Sell |
10,041
-761
| -7% | -$22.3K | 0.03% | 311 |
|
|
2023
Q3 | $339K | Buy |
10,802
+1,711
| +19% | +$53.7K | 0.04% | 272 |
|
|
2023
Q2 | $302K | Sell |
9,091
-190
| -2% | -$6.31K | 0.04% | 287 |
|
|
2023
Q1 | $326K | Sell |
9,281
-760
| -8% | -$26.7K | 0.04% | 274 |
|
|
2022
Q4 | $294K | Buy |
10,041
+2,616
| +35% | +$76.6K | 0.03% | 311 |
|
|
2022
Q3 | $264K | Sell |
7,425
-1,484
| -17% | -$52.8K | 0.06% | 225 |
|
|
2022
Q2 | $382K | Sell |
8,909
-27
| -0.3% | -$1.16K | 0.08% | 189 |
|
|
2022
Q1 | $377K | Buy |
8,936
+22
| +0.2% | +$928 | 0.07% | 203 |
|
|
2021
Q4 | $333K | Sell |
8,914
-935
| -9% | -$34.9K | 0.06% | 224 |
|
|
2021
Q3 | $347K | Sell |
9,849
-671
| -6% | -$23.6K | 0.07% | 206 |
|
|
2021
Q2 | $414K | Buy |
10,520
+1,421
| +16% | +$55.9K | 0.09% | 192 |
|
|
2021
Q1 | $352K | Sell |
9,099
-981
| -10% | -$38K | 0.08% | 191 |
|
|
2020
Q4 | $378K | Sell |
10,080
-2,637
| -21% | -$98.9K | 0.09% | 175 |
|
|
2020
Q3 | $460K | Sell |
12,717
-3,022
| -19% | -$109K | 0.12% | 148 |
|
|
2020
Q2 | $611K | Sell |
15,739
-1,038
| -6% | -$40.3K | 0.17% | 120 |
|
|
2020
Q1 | $574K | Sell |
16,777
-1,083
| -6% | -$37.1K | 0.2% | 109 |
|
|
2019
Q4 | $758K | Sell |
17,860
-1,727
| -9% | -$73.3K | 0.21% | 110 |
|
|
2019
Q3 | $723K | Sell |
19,587
-1,488
| -7% | -$54.9K | 0.22% | 112 |
|
|
2019
Q2 | $735K | Buy |
+21,075
| New | +$735K | 0.22% | 113 |
|