SAM
Synergy Asset Management’s iShares Bitcoin Trust IBIT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.07M | Buy |
+82,789
| New | +$5.07M | 0.58% | 36 |
|
|
2025
Q1 | – | Sell |
-105,825
| Closed | -$3.82M | – | 412 |
|
|
2024
Q4 | $3.82M | Hold |
105,825
| – | – | 0.3% | 60 |
|
|
2024
Q3 | $3.82M | Sell |
105,825
-1,314
| -1% | -$47.5K | 0.58% | 40 |
|
|
2024
Q2 | $3.66M | Buy |
107,139
+55,031
| +106% | +$1.88M | 0.57% | 45 |
|
|
2024
Q1 | $2.11M | Buy |
+52,108
| New | +$2.11M | 0.36% | 67 |
|