Atria Wealth Solutions’s Coinbase COIN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.34M Sell
12,333
-2,813
-19% -$989K 0.1% 237
2025
Q1
$2.61M Buy
15,146
+1,807
+14% +$311K 0.03% 537
2024
Q4
$3.31M Buy
13,339
+5,266
+65% +$1.31M 0.04% 476
2024
Q3
$1.44M Sell
8,073
-1,079
-12% -$192K 0.02% 767
2024
Q2
$2.03M Sell
9,152
-913
-9% -$203K 0.02% 623
2024
Q1
$2.67M Buy
10,065
+2,689
+36% +$713K 0.03% 537
2023
Q4
$1.28M Buy
7,376
+1,806
+32% +$314K 0.02% 760
2023
Q3
$418K Sell
5,570
-394
-7% -$29.6K 0.01% 1217
2023
Q2
$427K Buy
5,964
+172
+3% +$12.3K 0.01% 1229
2023
Q1
$391K Sell
5,792
-161
-3% -$10.9K 0.01% 1270
2022
Q4
$211K Sell
5,953
-506
-8% -$17.9K ﹤0.01% 1574
2022
Q3
$417K Sell
6,459
-369
-5% -$23.8K 0.01% 1125
2022
Q2
$321K Sell
6,828
-791
-10% -$37.2K 0.01% 1152
2022
Q1
$1.45M Buy
+7,619
New +$1.45M 0.02% 586