Valeo Financial Advisors’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 | $3.23M | Sell |
34,332
-2,388
| -7% | -$224K | 0.08% | 122 |
|
|
2025
Q1 | $2.64M | Buy |
36,720
+16,168
| +79% | +$1.16M | 0.07% | 121 |
|
|
2024
Q4 | $1.68M | Buy |
20,552
+5,782
| +39% | +$472K | 0.05% | 169 |
|
|
2024
Q3 | $820K | Buy |
14,770
+151
| +1% | +$8.39K | 0.02% | 295 |
|
|
2024
Q2 | $767K | Buy |
14,619
+1,270
| +10% | +$66.6K | 0.02% | 289 |
|
|
2024
Q1 | $746K | Buy |
+13,349
| New | +$746K | 0.03% | 285 |
|