Avantax Advisory Services’s Coinbase COIN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$3.3M Buy
2025
Q1
$1.24M Buy
2024
Q4
$852K Buy
2024
Q3
$529K Buy
2024
Q2
$484K Buy
2024
Q1
Sell
2023
Q4
$297K Buy
2022
Q2
Sell
2022
Q1
$222K Buy