Carolinas Wealth Consulting’s Fidelity Wise Origin Bitcoin Fund FBTC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
-900
Closed -$64.8K 308
2025
Q1
$64.8K Sell
900
-2,234
-71% -$182K 0.01% 315
2024
Q4
$256K Buy
3,134
+700
+29% +$50.8K 0.05% 165
2024
Q3
$135K Hold
2,434
0.02% 219
2024
Q2
$128K Hold
2,434
0.02% 224
2024
Q1
$151K Buy
+2,434
New +$116K 0.03% 207

Other funds holding FBTC

Carolinas Wealth Consulting's FBTC Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of Fidelity Wise Origin Bitcoin Fund (FBTC) in Q2 2025, closing a stake of 900 shares — an estimated $64.8K sold.

Carolinas Wealth Consulting first reported a position in FBTC in Q1 2024 and held it in 5 quarters. The position peaked at $256K in Q4 2024. 620 funds tracked by Wall St. Rank hold FBTC as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining Fidelity Wise Origin Bitcoin Fund position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 900 Fidelity Wise Origin Bitcoin Fund shares in Q2 2025, an estimated $64.8K.
  • Carolinas Wealth Consulting first reported a position in Fidelity Wise Origin Bitcoin Fund in Q1 2024 and held it in 5 quarters.
  • Carolinas Wealth Consulting's Fidelity Wise Origin Bitcoin Fund position peaked at $256K in Q4 2024.
  • 620 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.