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

Marietta Wealth Management’s Portfolio FBTC Stock Details FBTC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.36M Hold
14,470
– – 0.18% 83
2025
Q1 		$1.04M Hold
14,470
– – 0.15% 85
2024
Q4 		$1.18M Hold
14,470
– – 0.17% 82
2024
Q3 		$804K Hold
14,470
– – 0.12% 89
2024
Q2 		$759K Buy
+14,470
New +$759K 0.12% 87