AFAS
Acorn Financial Advisory Services’s Coinbase COIN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $269K | Buy |
+768
| New | +$269K | 0.04% | 167 |
|
|
2025
Q1 | – | Sell |
-913
| Closed | -$227K | – | 193 |
|
|
2024
Q4 | $227K | Buy |
+913
| New | +$227K | 0.04% | 187 |
|
|
2024
Q3 | – | Sell |
-1,064
| Closed | -$236K | – | 208 |
|
|
2024
Q2 | $236K | Sell |
1,064
-6
| -0.6% | -$1.33K | 0.04% | 183 |
|
|
2024
Q1 | $284K | Buy |
+1,070
| New | +$284K | 0.05% | 165 |
|
|
2023
Q2 | – | Sell |
-11,220
| Closed | -$758K | – | 243 |
|
|
2023
Q1 | $758K | Buy |
11,220
+392
| +4% | +$26.5K | 0.15% | 99 |
|
|
2022
Q4 | $383K | Sell |
10,828
-551
| -5% | -$19.5K | 0.08% | 144 |
|
|
2022
Q3 | $734K | Buy |
11,379
+218
| +2% | +$14.1K | 0.18% | 86 |
|
|
2022
Q2 | $525K | Sell |
11,161
-1,835
| -14% | -$86.3K | 0.13% | 112 |
|
|
2022
Q1 | $2.47M | Buy |
12,996
+1,222
| +10% | +$232K | 0.49% | 26 |
|
|
2021
Q4 | $2.97M | Sell |
11,774
-9,296
| -44% | -$2.35M | 0.59% | 22 |
|
|
2021
Q3 | $4.79M | Buy |
+21,070
| New | +$4.79M | 1.48% | 13 |
|