Waverly 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
Q2 | $402K | Buy |
8,503
+3,108
| +58% | +$147K | ﹤0.01% | 871 |
|
|
2025
Q1 | $223K | Buy |
+5,395
| New | +$223K | ﹤0.01% | 1024 |
|
|
2015
Q4 | – | Sell |
-70
| Closed | -$4K | – | 167 |
|
|
2015
Q3 | $4K | Hold |
70
| – | – | ﹤0.01% | 382 |
|
|
2015
Q2 | $4K | Buy |
+70
| New | +$4K | ﹤0.01% | 314 |
|
|
2014
Q4 | – | Sell |
-494
| Closed | -$28K | – | 458 |
|
|
2014
Q3 | $28K | Hold |
494
| – | – | 0.02% | 291 |
|
|
2014
Q2 | $29K | Hold |
494
| – | – | 0.01% | 288 |
|
|
2014
Q1 | $28K | Sell |
494
-52
| -10% | -$2.95K | 0.01% | 282 |
|
|
2013
Q4 | $29K | Buy |
546
+476
| +680% | +$25.3K | 0.01% | 401 |
|
|
2013
Q3 | $4K | Buy |
+70
| New | +$4K | ﹤0.01% | 501 |
|