Waldron Private Wealth LLC FIDELITY WISE ORIGIN BITCOIN Transaction History

Waldron Private Wealth LLC

  • $2.5 Billion
  • Q4 2025
Number of Shares
12,204
Previous 10,398 17.37%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Jan 14, 2026
BUY
N/A
1,806 Added 17.37%
12,204 $0
Q3 2025

Oct 29, 2025
BUY
N/A
3,578 Added 52.46%
10,398 $0
Q2 2025

Jul 31, 2025
BUY
N/A
1,190 Added 21.14%
6,820 $0
Q1 2025

May 08, 2025
SELL
N/A
-545 Reduced 8.83%
5,630 $0
Q4 2024

Jan 23, 2025
SELL
N/A
-11,060 Reduced 64.17%
6,175 $0
Q3 2024

Oct 21, 2024
BUY
N/A
1,060 Added 6.55%
17,235 $0
Q1 2024

May 09, 2024
BUY
N/A
16,175 New
16,175 $0
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