KWA
Kingswood Wealth Advisors’s Grayscale Bitcoin Trust GBTC Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $23.9M | Sell |
282,255
-4,119
| -1% | -$349K | 1.89% | 6 |
|
2025
Q1 | $18.7M | Buy |
286,374
+1,307
| +0.5% | +$85.2K | 1.7% | 8 |
|
2024
Q4 | $21.1M | Sell |
285,067
-11,695
| -4% | -$866K | 1.58% | 8 |
|
2024
Q3 | $15M | Buy |
296,762
+1,480
| +0.5% | +$74.7K | 1.07% | 9 |
|
2024
Q2 | $15.7M | Sell |
295,282
-938
| -0.3% | -$49.9K | 1.42% | 7 |
|
2024
Q1 | $18.7M | Sell |
296,220
-227,750
| -43% | -$14.4M | 2.16% | 6 |
|
2023
Q4 | $18.1M | Buy |
523,970
+26,159
| +5% | +$906K | 2.06% | 6 |
|
2023
Q3 | $9.55M | Sell |
497,811
-14,004
| -3% | -$269K | 1.63% | 8 |
|
2023
Q2 | $9.82M | Buy |
+511,815
| New | +$9.82M | 3.13% | 3 |
|