Carolinas Wealth Consulting’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
Sell
-2,027
Closed -$94.9K 426
2025
Q1
$94.9K Sell
2,027
-3,022
-60% -$141K 0.02% 250
2024
Q4
$268K Buy
5,049
+396
+9% +$21K 0.05% 160
2024
Q3
$168K Buy
4,653
+193
+4% +$6.97K 0.03% 198
2024
Q2
$152K Buy
4,460
+93
+2% +$3.18K 0.03% 208
2024
Q1
$177K Buy
+4,367
New +$177K 0.03% 187