BWM
BigSur Wealth Management’s iShares Bitcoin Trust IBIT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.2M | Buy |
117,595
+27,000
| +30% | +$1.65M | 1.82% | 11 |
|
|
2025
Q1 | $4.24M | Buy |
90,595
+42,560
| +89% | +$1.99M | 1.15% | 23 |
|
|
2024
Q4 | $2.55M | Sell |
48,035
-49,512
| -51% | -$2.63M | 0.73% | 39 |
|
|
2024
Q3 | $3.52M | Buy |
97,547
+16,000
| +20% | +$578K | 0.97% | 31 |
|
|
2024
Q2 | $2.78M | Hold |
81,547
| – | – | 0.85% | 34 |
|
|
2024
Q1 | $3.3M | Buy |
+81,547
| New | +$3.3M | 1.03% | 24 |
|