Laidlaw Wealth Management’s Fidelity Wise Origin Bitcoin Fund FBTC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-5,509
Closed -$449K 79
2024
Q4
$449K Buy
5,509
+202
+4% +$16.5K 0.2% 117
2024
Q3
$295K Buy
5,307
+570
+12% +$31.7K 0.15% 136
2024
Q2
$249K Sell
4,737
-354
-7% -$18.6K 0.14% 145
2024
Q1
$316K Buy
+5,091
New +$316K 0.18% 132