AssetMark Inc’s Coinbase COIN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.58M | Sell |
4,497
-3,723
| -45% | -$1.3M | ﹤0.01% | 816 |
|
|
2025
Q1 | $1.42M | Buy |
8,220
+4,563
| +125% | +$786K | ﹤0.01% | 797 |
|
|
2024
Q4 | $908K | Buy |
3,657
+778
| +27% | +$193K | ﹤0.01% | 868 |
|
|
2024
Q3 | $513K | Buy |
2,879
+1,249
| +77% | +$223K | ﹤0.01% | 886 |
|
|
2024
Q2 | $362K | Buy |
1,630
+225
| +16% | +$50K | ﹤0.01% | 912 |
|
|
2024
Q1 | $372K | Buy |
1,405
+115
| +9% | +$30.5K | ﹤0.01% | 863 |
|
|
2023
Q4 | $224K | Buy |
1,290
+505
| +64% | +$87.8K | ﹤0.01% | 904 |
|
|
2023
Q3 | $58.9K | Sell |
785
-143
| -15% | -$10.7K | ﹤0.01% | 1062 |
|
|
2023
Q2 | $66.4K | Buy |
928
+379
| +69% | +$27.1K | ﹤0.01% | 1018 |
|
|
2023
Q1 | $37.1K | Sell |
549
-61
| -10% | -$4.12K | ﹤0.01% | 1101 |
|
|
2022
Q4 | $21.6K | Buy |
610
+42
| +7% | +$1.49K | ﹤0.01% | 1189 |
|
|
2022
Q3 | $37K | Buy |
568
+62
| +12% | +$4.04K | ﹤0.01% | 1004 |
|
|
2022
Q2 | $24K | Buy |
506
+417
| +469% | +$19.8K | ﹤0.01% | 1082 |
|
|
2022
Q1 | $17K | Buy |
89
+18
| +25% | +$3.44K | ﹤0.01% | 1099 |
|
|
2021
Q4 | $18K | Buy |
+71
| New | +$18K | ﹤0.01% | 1067 |
|