SFMG Wealth Advisors’s Fidelity Wise Origin Bitcoin Fund FBTC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$3.62M Buy
2025
Q1
$2.77M Buy
2024
Q4
$3.05M Sell
2024
Q3
$2.09M Buy
2024
Q2
$324K Buy
2024
Q1
$232K Buy