Concurrent Investment 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 | $1.22M | Buy |
12,955
+1,235
| +11% | +$116K | 0.02% | 544 |
|
|
2025
Q1 | $844K | Buy |
11,720
+5,617
| +92% | +$404K | 0.02% | 594 |
|
|
2024
Q4 | $498K | Buy |
6,103
+761
| +14% | +$62.1K | 0.01% | 660 |
|
|
2024
Q3 | $297K | Buy |
5,342
+1,010
| +23% | +$56.1K | 0.01% | 780 |
|
|
2024
Q2 | $227K | Buy |
4,332
+584
| +16% | +$30.6K | 0.01% | 820 |
|
|
2024
Q1 | $233K | Buy |
+3,748
| New | +$233K | 0.01% | 744 |
|