CWP
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Concord Wealth Partners’s Bit Digital BTBT Stock Holding History

Concord Wealth Partners’s Portfolio BTBT Stock Details BTBT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-196
Closed -$370 – 273
2025
Q4 		$370 Hold
196
– – ﹤0.01% 785
2025
Q3 		$588 Hold
196
– – ﹤0.01% 760
2025
Q2 		$429 Hold
196
– – ﹤0.01% 792
2025
Q1 		$396 Hold
196
– – ﹤0.01% 770
2024
Q4 		$574 Hold
196
– – ﹤0.01% 852
2024
Q3 		$688 Hold
196
– – ﹤0.01% 874
2024
Q2 		$623 Hold
196
– – ﹤0.01% 752
2024
Q1 		$563 Buy
+196
New +$540 ﹤0.01% 810

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