Avid Wealth Partners’s Coinbase COIN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $392K | Sell |
1,119
-102
| -8% | -$35.8K | 0.22% | 40 |
|
|
2025
Q1 | $210K | Hold |
1,221
| – | – | 0.14% | 46 |
|
|
2024
Q4 | $303K | Hold |
1,221
| – | – | 0.22% | 37 |
|
|
2024
Q3 | $218K | Hold |
1,221
| – | – | 0.15% | 37 |
|
|
2024
Q2 | $271K | Hold |
1,221
| – | – | 0.21% | 31 |
|
|
2024
Q1 | $324K | Hold |
1,221
| – | – | 0.26% | 31 |
|
|
2023
Q4 | $212K | Buy |
+1,221
| New | +$212K | 0.21% | 28 |
|