Perigon 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 | $2.38M | Buy |
38,841
+5,252
| +16% | +$321K | 0.06% | 302 |
|
|
2025
Q1 | $1.57M | Buy |
33,589
+2,211
| +7% | +$103K | 0.04% | 354 |
|
|
2024
Q4 | $1.79M | Buy |
31,378
+6,081
| +24% | +$347K | 0.04% | 327 |
|
|
2024
Q3 | $914K | Buy |
25,297
+16,458
| +186% | +$595K | 0.02% | 455 |
|
|
2024
Q2 | $302K | Buy |
8,839
+744
| +9% | +$25.4K | 0.01% | 686 |
|
|
2024
Q1 | $328K | Buy |
+8,095
| New | +$328K | 0.01% | 663 |
|