CWP
BTC

Concord Wealth Partners’s Grayscale Bitcoin Mini Trust ETF BTC Stock Holding History

Concord Wealth Partners’s Portfolio BTC Stock Details BTC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$179K Buy
3,740
+570
+18% +$27.2K 0.03% 213
2025
Q1 		$116K Hold
3,170
– – 0.02% 228
2024
Q4 		$133K Buy
3,170
+3,150
+15,750% +$132K 0.02% 227
2024
Q3 		$563 Buy
+20
New +$563 ﹤0.01% 890