Axxcess Wealth Management’s Coinbase COIN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.1M | Buy |
5,990
+1,550
| +35% | +$543K | 0.05% | 283 |
|
|
2025
Q1 | $765K | Buy |
4,440
+2,603
| +142% | +$448K | 0.02% | 458 |
|
|
2024
Q4 | $456K | Sell |
1,837
-3,218
| -64% | -$799K | 0.01% | 562 |
|
|
2024
Q3 | $901K | Buy |
5,055
+1,716
| +51% | +$306K | 0.02% | 409 |
|
|
2024
Q2 | $742K | Sell |
3,339
-596
| -15% | -$132K | 0.02% | 436 |
|
|
2024
Q1 | $1.04M | Sell |
3,935
-3,242
| -45% | -$860K | 0.03% | 360 |
|
|
2023
Q4 | $1.25M | Sell |
7,177
-2,000
| -22% | -$348K | 0.04% | 319 |
|
|
2023
Q3 | $689K | Sell |
9,177
-1,636
| -15% | -$123K | 0.02% | 388 |
|
|
2023
Q2 | $774K | Buy |
10,813
+1,282
| +13% | +$91.7K | 0.06% | 267 |
|
|
2023
Q1 | $644K | Buy |
9,531
+2,518
| +36% | +$170K | 0.05% | 318 |
|
|
2022
Q4 | $248K | Sell |
7,013
-10,649
| -60% | -$377K | 0.02% | 498 |
|
|
2022
Q3 | $1.14M | Buy |
17,662
+5,833
| +49% | +$376K | 0.11% | 170 |
|
|
2022
Q2 | $556K | Buy |
11,829
+2,063
| +21% | +$97K | 0.05% | 284 |
|
|
2022
Q1 | $1.85M | Buy |
9,766
+220
| +2% | +$41.8K | 0.14% | 123 |
|
|
2021
Q4 | $2.41M | Buy |
+9,546
| New | +$2.41M | 0.18% | 103 |
|