EP Wealth Advisors’s Fidelity Wise Origin Bitcoin Fund FBTC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.12M | Buy |
33,243
+3,793
| +13% | +$357K | 0.02% | 336 |
|
|
2025
Q1 | $2.12M | Buy |
29,450
+5,807
| +25% | +$418K | 0.02% | 360 |
|
|
2024
Q4 | $1.93M | Buy |
23,643
+1,374
| +6% | +$112K | 0.02% | 366 |
|
|
2024
Q3 | $1.24M | Buy |
22,269
+277
| +1% | +$15.4K | 0.01% | 447 |
|
|
2024
Q2 | $1.15M | Buy |
21,992
+924
| +4% | +$48.5K | 0.01% | 366 |
|
|
2024
Q1 | $1.31M | Buy |
+21,068
| New | +$1.31M | 0.02% | 335 |
|