1WA
BFLY icon

180 Wealth Advisors’s Butterfly Network BFLY Stock Holding History

180 Wealth Advisors’s Portfolio BFLY Stock Details BFLY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$293K Sell
34,838
-1,044
-3% -$5.41K 0.03% 387
2026
Q1 		$145K Sell
35,882
-500
-1% -$1.93K 0.02% 459
2025
Q4 		$138K Sell
36,382
-209
-0.6% -$569 0.02% 457
2025
Q3 		$70.6K Sell
36,591
-320
-0.9% -$544 0.01% 451
2025
Q2 		$73.8K Sell
36,911
-940
-2% -$2.16K 0.01% 417
2025
Q1 		$86.3K Sell
37,851
-300
-0.8% -$1.07K 0.01% 401
2024
Q4 		$119K Sell
38,151
-2,150
-5% -$5.6K 0.02% 410
2024
Q3 		$71.3K Sell
40,301
-9,565
-19% -$12K 0.01% 437
2024
Q2 		$57.8K Sell
49,866
-11,071
-18% -$10.3K 0.01% 428
2024
Q1 		$65.8K Sell
60,937
-1,495
-2% -$1.6K 0.01% 397
2023
Q4 		$66.2K Sell
62,432
-7,606
-11% -$7.53K 0.01% 378
2023
Q3 		$82.6K Buy
70,038
+898
+1% +$1.74K 0.02% 363
2023
Q2 		$164K Buy
69,140
+8,703
+14% +$19.4K 0.04% 344
2023
Q1 		$114K Buy
60,437
+6,729
+13% +$15.7K 0.03% 351
2022
Q4 		$146K Buy
53,708
+9,316
+21% +$33.4K 0.03% 346
2022
Q3 		$209K Sell
44,392
-3,328
-7% -$17.6K 0.06% 315
2022
Q2 		$143K Buy
47,720
+756
+2% +$2.61K 0.04% 343
2022
Q1 		$192K Buy
46,964
+6,976
+17% +$38.3K 0.04% 352
2021
Q4 		$232K Buy
+39,988
New +$352K 0.05% 322

Other funds holding BFLY

DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
FIA
FNY Investment Advisers New York $277M AUM 98.95% 1-Year Est. Return
BCA
Bay Colony Advisors Concord, Massachusetts $903M AUM 33.67% 1-Year Est. Return
WWA
Wisconsin Wealth Advisors Sun Prairie, Wisconsin $117M AUM 31.58% 1-Year Est. Return
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return
SPAS
Spectrum Planning & Advisory Services San Diego, California $223M AUM 17.29% 1-Year Est. Return
CWP
Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return