Avidian Wealth Enterprises’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
$2.48M Buy
40,574
+4,457
+12% +$273K 0.1% 103
2025
Q1
$1.69M Buy
36,117
+3,828
+12% +$179K 0.08% 139
2024
Q4
$1.71M Buy
32,289
+12,358
+62% +$656K 0.08% 135
2024
Q3
$720K Buy
19,931
+5,724
+40% +$207K 0.03% 237
2024
Q2
$485K Buy
14,207
+1,279
+10% +$43.7K 0.02% 292
2024
Q1
$523K Buy
+12,928
New +$523K 0.03% 256