MTWM
Masso Torrence 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 | $644K | Sell |
10,525
-380
| -3% | -$23.3K | 0.3% | 53 |
|
|
2025
Q1 | $510K | Buy |
10,905
+400
| +4% | +$18.7K | 0.27% | 60 |
|
|
2024
Q4 | $557K | Buy |
10,505
+506
| +5% | +$26.8K | 0.29% | 53 |
|
|
2024
Q3 | $361K | Buy |
9,999
+1,337
| +15% | +$48.3K | 0.19% | 68 |
|
|
2024
Q2 | $296K | Buy |
8,662
+435
| +5% | +$14.9K | 0.16% | 78 |
|
|
2024
Q1 | $333K | Buy |
+8,227
| New | +$333K | 0.2% | 72 |
|