BFA
Beaumont Financial Advisors’s Fidelity Wise Origin Bitcoin Fund FBTC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $44.6M | Sell |
474,240
-13,314
| -3% | -$1.25M | 3.22% | 6 |
|
|
2025
Q1 | $35.1M | Sell |
487,554
-3,700
| -0.8% | -$266K | 2.75% | 5 |
|
|
2024
Q4 | $40.1M | Sell |
491,254
-6,453
| -1% | -$526K | 3.01% | 6 |
|
|
2024
Q3 | $27.6M | Buy |
497,707
+1,157
| +0.2% | +$64.2K | 2.16% | 10 |
|
|
2024
Q2 | $26M | Buy |
+496,550
| New | +$26M | 2.08% | 10 |
|