SWA
SFMG Wealth Advisors’s Fidelity Wise Origin Bitcoin Fund FBTC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.62M | Buy |
38,551
+11
| +0% | +$1.03K | 0.27% | 48 |
|
|
2025
Q1 | $2.77M | Buy |
38,540
+1,178
| +3% | +$84.8K | 0.22% | 57 |
|
|
2024
Q4 | $3.05M | Sell |
37,362
-215
| -0.6% | -$17.5K | 0.24% | 54 |
|
|
2024
Q3 | $2.09M | Buy |
37,577
+31,400
| +508% | +$1.74M | 0.17% | 65 |
|
|
2024
Q2 | $324K | Buy |
6,177
+2,440
| +65% | +$128K | 0.03% | 184 |
|
|
2024
Q1 | $232K | Buy |
+3,737
| New | +$232K | 0.02% | 227 |
|