Avantax Advisory Services’s Coinbase COIN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.3M | Buy |
9,417
+2,206
| +31% | +$773K | 0.02% | 588 |
|
|
2025
Q1 | $1.24M | Buy |
7,211
+3,781
| +110% | +$651K | 0.01% | 979 |
|
|
2024
Q4 | $852K | Buy |
3,430
+461
| +16% | +$114K | 0.01% | 1117 |
|
|
2024
Q3 | $529K | Buy |
2,969
+793
| +36% | +$141K | ﹤0.01% | 1377 |
|
|
2024
Q2 | $484K | Buy |
+2,176
| New | +$484K | ﹤0.01% | 1381 |
|
|
2024
Q1 | – | Sell |
-1,706
| Closed | -$297K | – | 1652 |
|
|
2023
Q4 | $297K | Buy |
+1,706
| New | +$297K | ﹤0.01% | 1238 |
|
|
2022
Q2 | – | Sell |
-1,154
| Closed | -$222K | – | 1320 |
|
|
2022
Q1 | $222K | Buy |
+1,154
| New | +$222K | ﹤0.01% | 1145 |
|