Plante Moran Financial 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 | $237K | Buy |
2,521
+468
| +23% | +$44K | 0.02% | 145 |
|
|
2025
Q1 | $148K | Buy |
2,053
+200
| +11% | +$14.4K | 0.01% | 200 |
|
|
2024
Q4 | $151K | Buy |
1,853
+626
| +51% | +$51.1K | 0.01% | 206 |
|
|
2024
Q3 | $68.1K | Hold |
1,227
| – | – | 0.01% | 342 |
|
|
2024
Q2 | $64.4K | Buy |
1,227
+85
| +7% | +$4.46K | 0.01% | 303 |
|
|
2024
Q1 | $70.9K | Buy |
+1,142
| New | +$70.9K | 0.01% | 291 |
|