Montz Harcus 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 | $2.29M | Hold |
37,452
| – | – | 1.11% | 19 |
|
|
2025
Q1 | $1.75M | Hold |
37,452
| – | – | 0.96% | 19 |
|
|
2024
Q4 | $1.99M | Sell |
37,452
-5
| -0% | -$265 | 1.11% | 18 |
|
|
2024
Q3 | $1.35M | Hold |
37,457
| – | – | 0.79% | 21 |
|
|
2024
Q2 | $1.28M | Buy |
37,457
+672
| +2% | +$22.9K | 0.83% | 19 |
|
|
2024
Q1 | $1.49M | Buy |
+36,785
| New | +$1.49M | 1.01% | 18 |
|