Kelleher Financial Advisors’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 | $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% | +$159K | 0.22% | 62 |
|
|
2024
Q3 | $288K | Sell |
5,711
-1,165
| -17% | -$58.8K | 0.11% | 95 |
|
|
2024
Q2 | $331K | Hold |
6,876
| – | – | 0.14% | 89 |
|
|
2024
Q1 | $392K | Buy |
+6,876
| New | +$392K | 0.16% | 85 |
|
|
2022
Q2 | – | Sell |
-9,815
| Closed | -$270K | – | 142 |
|
|
2022
Q1 | $270K | Buy |
9,815
+111
| +1% | +$3.05K | 0.15% | 99 |
|
|
2021
Q4 | $300K | Sell |
9,704
-3,321
| -25% | -$103K | 0.16% | 98 |
|
|
2021
Q3 | $398K | Buy |
13,025
+3,321
| +34% | +$101K | 0.18% | 109 |
|
|
2021
Q2 | $261K | Sell |
9,704
-2,767
| -22% | -$74.4K | 0.15% | 101 |
|
|
2021
Q1 | $563K | Buy |
12,471
+4,073
| +48% | +$184K | 0.36% | 62 |
|
|
2020
Q4 | $242K | Buy |
+8,398
| New | +$242K | 0.18% | 90 |
|