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

Avantax Planning Partners’s Portfolio GBTC Stock Details GBTC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-3,213
Closed -$220K – 445
2025
Q4 		$220K Hold
3,213
– – 0.01% 406
2025
Q3 		$288K Sell
3,213
-10
-0.3% -$900 0.01% 360
2025
Q2 		$273K Hold
3,223
– – 0.01% 371
2025
Q1 		$210K Hold
3,223
– – 0.01% 406
2024
Q4 		$239K Sell
3,223
-1,803
-36% -$119K 0.01% 378
2024
Q3 		$254K Sell
5,026
-538
-10% -$26.2K 0.01% 365
2024
Q2 		$268K Sell
5,564
-3,629
-39% -$191K 0.01% 379
2024
Q1 		$525K Buy
+9,193
New +$405K 0.02% 287

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