FWP
Falcon Wealth Planning’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 | $924K | Buy |
9,832
+339
| +4% | +$31.9K | 0.09% | 73 |
|
|
2025
Q1 | $683K | Buy |
9,493
+1,935
| +26% | +$139K | 0.08% | 80 |
|
|
2024
Q4 | $617K | Buy |
7,558
+1,793
| +31% | +$146K | 0.07% | 82 |
|
|
2024
Q3 | $320K | Buy |
5,765
+1,330
| +30% | +$73.9K | 0.04% | 118 |
|
|
2024
Q2 | $233K | Buy |
+4,435
| New | +$233K | 0.03% | 126 |
|