Beaird Harris Wealth Management’s Fidelity Wise Origin Bitcoin Fund FBTC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $5.73M | Buy |
60,977
+1,280
| +2% | +$120K | 0.44% | 32 |
|
2025
Q1 | $4.3M | Sell |
59,697
-671
| -1% | -$48.3K | 0.37% | 35 |
|
2024
Q4 | $4.92M | Buy |
60,368
+6,799
| +13% | +$555K | 0.43% | 34 |
|
2024
Q3 | $2.97M | Buy |
53,569
+5,706
| +12% | +$317K | 0.26% | 39 |
|
2024
Q2 | $2.51M | Buy |
47,863
+33,505
| +233% | +$1.76M | 0.24% | 45 |
|
2024
Q1 | $891K | Buy |
+14,358
| New | +$891K | 0.09% | 55 |
|