SWM
Stockman Wealth Management’s British American Tobacco BTI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $473K | Hold |
10,000
| – | – | 0.06% | 106 |
|
|
2025
Q1 | $414K | Hold |
10,000
| – | – | 0.06% | 112 |
|
|
2024
Q4 | $363K | Hold |
10,000
| – | – | 0.06% | 126 |
|
|
2024
Q3 | $366K | Sell |
10,000
-18
| -0.2% | -$658 | 0.06% | 131 |
|
|
2024
Q2 | $310K | Hold |
10,018
| – | – | 0.05% | 137 |
|
|
2024
Q1 | $306K | Buy |
10,018
+18
| +0.2% | +$549 | 0.05% | 136 |
|
|
2023
Q4 | $293K | Hold |
10,000
| – | – | 0.06% | 134 |
|
|
2023
Q3 | $314K | Hold |
10,000
| – | – | 0.07% | 132 |
|
|
2023
Q2 | $332K | Hold |
10,000
| – | – | 0.07% | 137 |
|
|
2023
Q1 | $351K | Sell |
10,000
-400
| -4% | -$14K | 0.08% | 138 |
|
|
2022
Q4 | $416K | Hold |
10,400
| – | – | 0.1% | 123 |
|
|
2022
Q3 | $369K | Hold |
10,400
| – | – | 0.1% | 114 |
|
|
2022
Q2 | $446K | Hold |
10,400
| – | – | 0.11% | 105 |
|
|
2022
Q1 | $438K | Hold |
10,400
| – | – | 0.09% | 120 |
|
|
2021
Q4 | $389K | Buy |
+10,400
| New | +$389K | 0.08% | 143 |
|
|
2018
Q3 | – | Sell |
-5,100
| Closed | -$257K | – | 154 |
|
|
2018
Q2 | $257K | Buy |
5,100
+100
| +2% | +$5.04K | 0.12% | 122 |
|
|
2018
Q1 | $288K | Hold |
5,000
| – | – | 0.13% | 114 |
|
|
2017
Q4 | $335K | Hold |
5,000
| – | – | 0.15% | 106 |
|
|
2017
Q3 | $312K | Hold |
5,000
| – | – | 0.15% | 103 |
|
|
2017
Q2 | $343K | Hold |
5,000
| – | – | 0.34% | 77 |
|
|
2017
Q1 | $332K | Buy |
5,000
+2,500
| +100% | +$166K | 0.19% | 98 |
|
|
2016
Q4 | $282K | Hold |
2,500
| – | – | 0.17% | 96 |
|
|
2016
Q3 | $319K | Buy |
+2,500
| New | +$319K | 0.2% | 91 |
|