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Schneider Downs Wealth Management Advisors’s Grayscale Bitcoin Trust GBTC Stock Holding History

Schneider Downs Wealth Management Advisors’s Portfolio GBTC Stock Details GBTC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$779K Buy
14,770
+2,341
+19% +$139K 0.09% 76
2025
Q4 		$850K Buy
12,429
+1,244
+11% +$97.5K 0.1% 76
2025
Q3 		$1M Hold
11,185
– – 0.12% 68
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% +$98.9K 0.16% 62
2024
Q3 		$489K Sell
9,685
-1,036
-10% -$50.4K 0.1% 86
2024
Q2 		$516K Sell
10,721
-293
-3% -$15.4K 0.11% 73
2024
Q1 		$628K Buy
+11,014
New +$485K 0.14% 63

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MRI
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MC
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