Cyndeo Wealth Partners’s Grayscale Bitcoin Trust GBTC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.52M Buy
41,540
+200
+0.5% +$17K 0.21% 120
2025
Q1
$2.69M Sell
41,340
-1,517
-4% -$98.9K 0.18% 137
2024
Q4
$3.17M Sell
42,857
-686
-2% -$50.8K 0.21% 120
2024
Q3
$2.2M Sell
43,543
-7,786
-15% -$393K 0.15% 155
2024
Q2
$2.47M Sell
51,329
-5,583
-10% -$269K 0.19% 138
2024
Q1
$3.25M Buy
+56,912
New +$3.25M 0.27% 107