Avantax Planning Partners’s Grayscale Bitcoin Trust GBTC Stock Holding History

Avantax Planning Partners’s Portfolio GBTC Stock Details GBTC Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell
2025 Q4	$220K	Hold
2025 Q3	$288K	Sell
2025 Q2	$273K	Hold
2025 Q1	$210K	Hold
2024 Q4	$239K	Sell
2024 Q3	$254K	Sell
2024 Q2	$268K	Sell
2024 Q1	$525K	Buy