Beaird Harris Wealth Management’s Grayscale Bitcoin Mini Trust ETF BTC Stock Holding History

Beaird Harris Wealth Management’s Portfolio BTC Stock Details BTC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$42.7K	Hold	1,644	–	–	﹤0.01%	269
2026 Q1	$49.3K	Sell	1,644 -67	-4%	-$2.26K	﹤0.01%	241
2025 Q4	$66.3K	Hold	1,711	–	–	﹤0.01%	226
2025 Q3	$86.6K	Hold	1,711	–	–	0.01%	198
2025 Q2	$81.7K	Hold	1,711	–	–	0.01%	203
2025 Q1	$62.4K	Buy	+1,711	New	+$70.6K	0.01%	206
2024 Q4	–	Sell	-2,316	Closed	-$65.2K	–	547
2024 Q3	$65.2K	Buy	+2,316	New	+$61.7K	0.01%	212

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Pettinga Financial Advisors Evansville, Indiana $624M AUM 24.87% 1-Year Est. Return

Red Door Wealth Management Memphis, Tennessee $1.1B AUM 31.77% 1-Year Est. Return

Cooper Financial Group Irvine, California $1.2B AUM 28.32% 1-Year Est. Return

Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return