FMWA
Forvis Mazars Wealth 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 | $362K | Sell |
3,849
-340
| -8% | -$32K | 0.01% | 337 |
|
|
2025
Q1 | $301K | Sell |
4,189
-1,191
| -22% | -$85.7K | 0.01% | 349 |
|
|
2024
Q4 | $439K | Hold |
5,380
| – | – | 0.01% | 325 |
|
|
2024
Q3 | $299K | Buy |
5,380
+1,191
| +28% | +$66.1K | 0.01% | 382 |
|
|
2024
Q2 | $220K | Buy |
+4,189
| New | +$220K | 0.01% | 388 |
|