Aletheian Wealth Advisors’s Coinbase COIN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.81M | Buy |
8,005
+770
| +11% | +$270K | 1.38% | 19 |
|
|
2025
Q1 | $1.25M | Sell |
7,235
-41
| -0.6% | -$7.06K | 0.7% | 28 |
|
|
2024
Q4 | $1.81M | Buy |
7,276
+68
| +0.9% | +$16.9K | 1.07% | 21 |
|
|
2024
Q3 | $1.28M | Sell |
7,208
-4,984
| -41% | -$888K | 0.75% | 28 |
|
|
2024
Q2 | $2.71M | Sell |
12,192
-2,588
| -18% | -$575K | 1.43% | 18 |
|
|
2024
Q1 | $3.92M | Sell |
14,780
-4,981
| -25% | -$1.32M | 2.13% | 12 |
|
|
2023
Q4 | $3.44M | Buy |
19,761
+42
| +0.2% | +$7.31K | 2.27% | 9 |
|
|
2023
Q3 | $1.48M | Buy |
19,719
+60
| +0.3% | +$4.51K | 1.14% | 23 |
|
|
2023
Q2 | $1.41M | Buy |
+19,659
| New | +$1.41M | 0.96% | 26 |
|