Carolina Wealth Advisors’s Grayscale Bitcoin Trust GBTC Stock Holding History

Carolina Wealth Advisors’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 Q2	$10.7K	Hold	235	–	–	﹤0.01%	188
2026 Q1	$12.4K	Hold	235	–	–	0.01%	167
2025 Q4	$16.1K	Hold	235	–	–	0.01%	161
2025 Q3	$21.1K	Hold	235	–	–	0.01%	140
2025 Q2	$19.9K	Hold	235	–	–	0.01%	120
2025 Q1	$15.3K	Hold	235	–	–	0.01%	123
2024 Q4	$17.4K	Hold	235	–	–	0.01%	129
2024 Q3	$11.9K	Sell	235 -25	-10%	-$1.22K	0.01%	162
2024 Q2	$12.5K	Buy	+260	New	+$13.7K	0.01%	131

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Cherrydale Wealth Management Hoboken, New Jersey $382M AUM 25.14% 1-Year Est. Return