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Teamwork Financial Advisors’s British American Tobacco BTI Stock Holding History

Teamwork Financial Advisors’s Portfolio BTI Stock Details BTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$244K Hold
3,943
– – 0.02% 177
2026
Q1 		$231K Hold
3,943
– – 0.03% 196
2025
Q4 		$223K Sell
3,943
-700
-15% -$38.2K 0.02% 187
2025
Q3 		$246K Sell
4,643
-347
-7% -$18.8K 0.03% 178
2025
Q2 		$236K Sell
4,990
-470
-9% -$20.8K 0.03% 171
2025
Q1 		$226K Sell
5,460
-274
-5% -$10.8K 0.03% 157
2024
Q4 		$208K Sell
5,734
-208
-4% -$7.51K 0.03% 149
2024
Q3 		$217K Buy
+5,942
New +$212K 0.03% 147
2023
Q4 		– Sell
-6,880
Closed -$216K – 189
2023
Q3 		$216K Sell
6,880
-2,467
-26% -$81.3K 0.04% 188
2023
Q2 		$310K Sell
9,347
-3,584
-28% -$123K 0.05% 156
2023
Q1 		$454K Buy
12,931
+32
+0.2% +$1.21K 0.08% 129
2022
Q4 		$516K Sell
12,899
-325
-2% -$12.8K 0.1% 121
2022
Q3 		$469K Buy
13,224
+1,032
+8% +$41.4K 0.1% 122
2022
Q2 		$523K Sell
12,192
-4,343
-26% -$186K 0.11% 124
2022
Q1 		$697K Buy
16,535
+6,655
+67% +$284K 0.13% 137
2021
Q4 		$370K Buy
+9,880
New +$351K 0.07% 215

Other funds holding BTI

VFM
Viking Fund Management Minot, North Dakota $1.12B AUM 44.65% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
BCFS
Butensky & Cohen Financial Security Ponte Vedra Beach, Florida $404M AUM 34.65% 1-Year Est. Return
FBT
First Bank & Trust Brookings, South Dakota $680M AUM 25.36% 1-Year Est. Return
HAG
HF Advisory Group Annapolis, Maryland $323M AUM 17.8% 1-Year Est. Return
FB
Fulton Bank Lancaster, Pennsylvania $3.27B AUM 17.38% 1-Year Est. Return
WSA
Wealth Science Advisors Alpharetta, Georgia $225M AUM
MPPW
Mitchell & Pahl Private Wealth Oklahoma City, Oklahoma $272M AUM 29.72% 1-Year Est. Return
KCFA
Key Client Fiduciary Advisors Fairfield, New Jersey $343M AUM 35.3% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return