AO
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Advisor OS’s Coinbase COIN Stock Holding History

Advisor OS’s Portfolio COIN Stock Details COIN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$231K Buy
+659
New +$231K 0.02% 403
2022
Q1 		– Sell
-1,335
Closed -$337K – 204
2021
Q4 		$337K Buy
+1,335
New +$337K 0.07% 202