AE Wealth Management’s Coinbase COIN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $795K | Buy |
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|
2025
Q2 | $586K | Buy |
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|
2025
Q1 | $221K | Buy |
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|
2024
Q4 | $257K | Buy |
|
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|
2024
Q3 | – | Sell |
|
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|
2024
Q2 | $209K | Buy |
|
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|
2024
Q1 | $211K | Sell |
|
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|
2023
Q4 | $2.6M | Buy |
|
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|
2023
Q3 | $1.51M | Sell |
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|
2023
Q2 | $1.8M | Sell |
|
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|
2023
Q1 | $1.97M | Buy |
|
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|
2022
Q4 | $967K | Buy |
|
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|
2022
Q3 | $1.58M | Buy |
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|
2022
Q2 | $829K | Buy |
|
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $3.04M | Buy |
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|
2021
Q3 | $2.51M | Sell |
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|
2021
Q2 | $3.48M | Buy |
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