Mills Wealth Advisors’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
Q2
$1.46M Buy
15,555
+1,394
+10% +$131K 0.67% 25
2025
Q1
$1.02M Sell
14,161
-11,502
-45% -$828K 0.54% 29
2024
Q4
$2.09M Sell
25,663
-206
-0.8% -$16.8K 1.19% 19
2024
Q3
$1.44M Sell
25,869
-239
-0.9% -$13.3K 0.99% 22
2024
Q2
$1.37M Sell
26,108
-55
-0.2% -$2.89K 0.98% 22
2024
Q1
$1.62M Buy
+26,163
New +$1.62M 1.19% 21