Private Wealth Management 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
2025
Q2
$162K Sell
2,641
-150
-5% -$9.18K 0.05% 93
2025
Q1
$131K Buy
2,791
+300
+12% +$14K 0.05% 100
2024
Q4
$132K Buy
2,491
+1,800
+260% +$95.5K 0.05% 100
2024
Q3
$25K Hold
691
0.01% 249
2024
Q2
$23.6K Buy
+691
New +$23.6K 0.01% 250