SDWMA
Schneider Downs Wealth Management Advisors’s Grayscale Bitcoin Trust GBTC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $949K | Hold |
11,185
| – | – | 0.14% | 64 |
|
|
2025
Q1 | $729K | Hold |
11,185
| – | – | 0.13% | 65 |
|
|
2024
Q4 | $828K | Buy |
11,185
+1,500
| +15% | +$111K | 0.16% | 62 |
|
|
2024
Q3 | $489K | Hold |
9,685
| – | – | 0.1% | 86 |
|
|
2024
Q2 | $516K | Sell |
9,685
-264
| -3% | -$14.1K | 0.11% | 73 |
|
|
2024
Q1 | $628K | Buy |
+9,949
| New | +$628K | 0.14% | 63 |
|