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Kelleher Financial Advisors’s Grayscale Bitcoin Trust GBTC Stock Holding History

Kelleher Financial Advisors’s Portfolio GBTC Stock Details GBTC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$138K Sell
2,461
-6
-0.2% -$357 0.04% 241
2025
Q4 		$169K Hold
2,467
– – 0.04% 238
2025
Q3 		$221K Sell
2,467
-5,394
-69% -$485K 0.06% 171
2025
Q2 		$667K Hold
7,861
– – 0.23% 63
2025
Q1 		$512K Hold
7,861
– – 0.2% 69
2024
Q4 		$582K Buy
7,861
+2,150
+38% +$142K 0.22% 62
2024
Q3 		$288K Sell
5,711
-1,165
-17% -$56.7K 0.11% 95
2024
Q2 		$331K Hold
6,876
– – 0.14% 89
2024
Q1 		$392K Buy
+6,876
New +$303K 0.16% 85

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