Arete 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 | $2.25M | Sell |
6,429
-2,241
| -26% | -$785K | 0.16% | 125 |
|
|
2025
Q1 | $1.49M | Buy |
8,670
+2,423
| +39% | +$417K | 0.11% | 185 |
|
|
2024
Q4 | $1.56M | Buy |
6,247
+4,346
| +229% | +$1.08M | 0.11% | 184 |
|
|
2024
Q3 | $339K | Sell |
1,901
-3,734
| -66% | -$666K | 0.03% | 483 |
|
|
2024
Q2 | $1.25M | Buy |
+5,635
| New | +$1.25M | 0.1% | 195 |
|
|
2024
Q1 | – | Sell |
-6,300
| Closed | -$1.1M | – | 442 |
|
|
2023
Q4 | $1.1M | Sell |
6,300
-132
| -2% | -$23K | 0.08% | 234 |
|
|
2023
Q3 | $483K | Buy |
6,432
+864
| +16% | +$64.9K | 0.08% | 243 |
|
|
2023
Q2 | $398K | Sell |
5,568
-72
| -1% | -$5.15K | 0.04% | 414 |
|
|
2023
Q1 | $381K | Sell |
5,640
-101
| -2% | -$6.82K | 0.03% | 407 |
|
|
2022
Q4 | $203M | Sell |
5,741
-642
| -10% | -$22.7M | 0.02% | 554 |
|
|
2022
Q3 | $412K | Buy |
+6,383
| New | +$412K | 0.04% | 339 |
|
|
2022
Q2 | – | Sell |
-4,809
| Closed | -$913K | – | 472 |
|
|
2022
Q1 | $913K | Buy |
4,809
+1,622
| +51% | +$308K | 0.08% | 196 |
|
|
2021
Q4 | $804K | Buy |
3,187
+1,957
| +159% | +$494K | 0.07% | 211 |
|
|
2021
Q3 | $280K | Buy |
+1,230
| New | +$280K | 0.03% | 339 |
|