AE 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 | $586K | Buy |
1,673
+392
| +31% | +$137K | ﹤0.01% | 873 |
|
|
2025
Q1 | $221K | Buy |
1,281
+245
| +24% | +$42.2K | ﹤0.01% | 1231 |
|
|
2024
Q4 | $257K | Buy |
+1,036
| New | +$257K | ﹤0.01% | 1166 |
|
|
2024
Q3 | – | Sell |
-941
| Closed | -$209K | – | 1250 |
|
|
2024
Q2 | $209K | Buy |
941
+143
| +18% | +$31.8K | ﹤0.01% | 1150 |
|
|
2024
Q1 | $211K | Sell |
798
-19,995
| -96% | -$5.3M | ﹤0.01% | 1077 |
|
|
2023
Q4 | $2.6M | Buy |
20,793
+652
| +3% | +$81.6K | 0.01% | 815 |
|
|
2023
Q3 | $1.51M | Sell |
20,141
-4,956
| -20% | -$372K | 0.01% | 935 |
|
|
2023
Q2 | $1.8M | Sell |
25,097
-4,129
| -14% | -$295K | 0.01% | 876 |
|
|
2023
Q1 | $1.97M | Buy |
29,226
+1,891
| +7% | +$128K | 0.01% | 806 |
|
|
2022
Q4 | $967K | Buy |
27,335
+2,760
| +11% | +$97.7K | 0.01% | 994 |
|
|
2022
Q3 | $1.59M | Buy |
24,575
+6,952
| +39% | +$448K | 0.01% | 774 |
|
|
2022
Q2 | $829K | Buy |
+17,623
| New | +$829K | 0.01% | 954 |
|
|
2022
Q1 | – | Sell |
-12,049
| Closed | -$3.04M | – | 1689 |
|
|
2021
Q4 | $3.04M | Buy |
12,049
+1,005
| +9% | +$254K | 0.02% | 558 |
|
|
2021
Q3 | $2.51M | Sell |
11,044
-2,705
| -20% | -$615K | 0.02% | 574 |
|
|
2021
Q2 | $3.48M | Buy |
+13,749
| New | +$3.48M | 0.03% | 467 |
|