Burkett Financial Services’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
$79.3K Buy
1,295
+44
+4% +$2.69K 0.03% 79
2025
Q1
$58.6K Buy
1,251
+40
+3% +$1.87K 0.02% 85
2024
Q4
$64.2K Hold
1,211
0.03% 77
2024
Q3
$43.8K Buy
1,211
+43
+4% +$1.55K 0.02% 84
2024
Q2
$39.9K Buy
1,168
+566
+94% +$19.3K 0.02% 85
2024
Q1
$24.4K Buy
+602
New +$24.4K 0.01% 111