Synergy Financial Group’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
$1.17M Buy
12,496
+92
+0.7% +$8.65K 0.86% 27
2025
Q1
$893K Sell
12,404
-1,124
-8% -$80.9K 0.8% 30
2024
Q4
$1.1M Buy
13,528
+1,200
+10% +$97.9K 0.92% 27
2024
Q3
$685K Sell
12,328
-23
-0.2% -$1.28K 0.65% 33
2024
Q2
$648K Buy
12,351
+424
+4% +$22.2K 0.68% 36
2024
Q1
$740K Buy
+11,927
New +$740K 0.83% 30