Appleton Partners Inc FIDELITY WISE ORIGIN BITCOIN F Transaction History

Appleton Partners Inc

  • $1.52 Billion
  • Q4 2025
Number of Shares
4,534
Previous 4,321 4.93%
Holding current value
$346,000
Previous $431,000 19.72%
% of portfolio
0.02%
Previous 0.03%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 09, 2026
BUY
N/A
213 Added 4.93%
4,534 $346,000
Q3 2025

Nov 05, 2025
BUY
N/A
1,094 Added 33.9%
4,321 $431,000
Q2 2025

Jul 22, 2025
BUY
N/A
402 Added 14.23%
3,227 $303,000
Q1 2025

Apr 22, 2025
BUY
N/A
2,825 New
2,825 $203,000
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