Sowell Financial Services’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
$7.53M Buy
80,141
+68
+0.1% +$6.39K 0.31% 67
2025
Q1
$5.76M Buy
80,073
+7,226
+10% +$520K 0.26% 82
2024
Q4
$5.94M Buy
72,847
+14,643
+25% +$1.19M 0.31% 74
2024
Q3
$3.23M Buy
58,204
+2,021
+4% +$112K 0.15% 152
2024
Q2
$2.95M Buy
56,183
+5,328
+10% +$279K 0.14% 160
2024
Q1
$3.16M Buy
+50,855
New +$3.16M 0.15% 158