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 |
|