Wealthcare Advisory Partners’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 | $518K | Sell |
10,934
-4,447
| -29% | -$210K | 0.01% | 637 |
|
|
2025
Q1 | $636K | Buy |
15,381
+1,019
| +7% | +$42.2K | 0.02% | 543 |
|
|
2024
Q4 | $522K | Buy |
14,362
+241
| +2% | +$8.75K | 0.01% | 559 |
|
|
2024
Q3 | $517K | Buy |
+14,121
| New | +$517K | 0.01% | 557 |
|
|
2021
Q2 | – | Sell |
-211
| Closed | -$8K | – | 724 |
|
|
2021
Q1 | $8K | Buy |
+211
| New | +$8K | ﹤0.01% | 1514 |
|
|
2020
Q2 | – | Sell |
-208
| Closed | -$7K | – | 447 |
|
|
2020
Q1 | $7K | Sell |
208
-1,199
| -85% | -$40.4K | ﹤0.01% | 1002 |
|
|
2019
Q4 | $60K | Sell |
1,407
-385
| -21% | -$16.4K | 0.01% | 508 |
|
|
2019
Q3 | $66K | Buy |
1,792
+190
| +12% | +$7K | 0.01% | 475 |
|
|
2019
Q2 | $56K | Buy |
1,602
+3
| +0.2% | +$105 | 0.01% | 480 |
|
|
2019
Q1 | $67K | Buy |
1,599
+453
| +40% | +$19K | 0.01% | 411 |
|
|
2018
Q4 | $37K | Buy |
1,146
+545
| +91% | +$17.6K | 0.01% | 489 |
|
|
2018
Q3 | $28K | Buy |
601
+2
| +0.3% | +$93 | 0.01% | 587 |
|
|
2018
Q2 | $30K | Sell |
599
-123
| -17% | -$6.16K | 0.01% | 565 |
|
|
2018
Q1 | $42K | Buy |
722
+489
| +210% | +$28.4K | 0.01% | 432 |
|
|
2017
Q4 | $16K | Buy |
233
+12
| +5% | +$824 | ﹤0.01% | 576 |
|
|
2017
Q3 | $14K | Buy |
+221
| New | +$14K | ﹤0.01% | 481 |
|