Richard W. Paul & Associates, LLC FIDELITY WISE ORIGIN BITCOIN Transaction History

Richard W. Paul & Associates, LLC

  • $277 Billion
  • Q2 2025
Number of Shares
533
Previous 824 35.32%
Holding current value
$50.1 Million
Previous $59.3 Million 15.52%
% of portfolio
0.02%
Previous 0.02%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 12, 2025
SELL
N/A
-291 Reduced 35.32%
533 $50.1 Million
Q1 2025

May 12, 2025
SELL
N/A
-1,085 Reduced 56.84%
824 $59.3 Million
Q4 2024

Feb 05, 2025
BUY
N/A
780 Added 69.09%
1,909 $156 Million
Q3 2024

Oct 17, 2024
BUY
N/A
364 Added 47.58%
1,129 $62.7 Million
Q1 2024

May 14, 2024
BUY
N/A
765 New
765 $47.5 Million
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