Avid Wealth Partners’s iShares Bitcoin Trust IBIT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.86M Buy
30,455
+2,284
+8% +$140K 1.07% 21
2025
Q1
$1.32M Buy
28,171
+21,859
+346% +$1.02M 0.89% 22
2024
Q4
$335K Buy
6,312
+104
+2% +$5.52K 0.24% 35
2024
Q3
$224K Buy
+6,208
New +$224K 0.16% 36
2024
Q2
Sell
-5,808
Closed -$235K 42
2024
Q1
$235K Buy
+5,808
New +$235K 0.19% 36