Patton Albertson Miller Group’s iShares Bitcoin Trust IBIT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-29,581
Closed -$1.07M 227
2024
Q3
$1.07M Buy
29,581
+16,261
+122% +$588K 0.15% 109
2024
Q2
$455K Buy
+13,320
New +$455K 0.06% 149