Panoramic Investment Advisors’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
$3.24M Sell
52,873
-357
-0.7% -$21.9K 1.99% 11
2025
Q1
$2.49M Buy
53,230
+1,017
+2% +$47.6K 1.68% 18
2024
Q4
$2.77M Buy
52,213
+1,497
+3% +$79.4K 1.8% 16
2024
Q3
$1.83M Buy
+50,716
New +$1.83M 1.27% 22
2024
Q1
$4.92M Buy
+121,605
New +$4.92M 3.63% 4