Accurate Wealth Management’s Coinbase COIN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $984K | Buy |
2,531
+179
| +8% | +$69.6K | 0.15% | 148 |
|
|
2025
Q1 | $413K | Buy |
2,352
+14
| +0.6% | +$2.46K | 0.08% | 228 |
|
|
2024
Q4 | $605K | Buy |
2,338
+214
| +10% | +$55.4K | 0.12% | 182 |
|
|
2024
Q3 | $417K | Buy |
2,124
+211
| +11% | +$41.4K | 0.08% | 232 |
|
|
2024
Q2 | $465K | Buy |
1,913
+66
| +4% | +$16K | 0.11% | 174 |
|
|
2024
Q1 | $390K | Buy |
1,847
+155
| +9% | +$32.7K | 0.11% | 173 |
|
|
2023
Q4 | $239K | Buy |
+1,692
| New | +$239K | 0.07% | 239 |
|
|
2023
Q1 | – | Sell |
-923
| Closed | -$39.9K | – | 482 |
|
|
2022
Q4 | $39.9K | Buy |
+923
| New | +$39.9K | 0.01% | 507 |
|