Keebeck Wealth Management’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
$4.12M Buy
67,341
+774
+1% +$47.4K 0.54% 51
2025
Q1
$3.12M Sell
66,567
-3,775
-5% -$177K 0.46% 59
2024
Q4
$3.73M Sell
70,342
-251
-0.4% -$13.3K 0.54% 55
2024
Q3
$2.55M Sell
70,593
-3,360
-5% -$121K 0.37% 74
2024
Q2
$2.52M Buy
73,953
+3,399
+5% +$116K 0.37% 80
2024
Q1
$2.86M Buy
+70,554
New +$2.86M 0.42% 67