Axxcess Wealth Management’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
$2.1M Buy
2025
Q1
$765K Buy
2024
Q4
$456K Sell
2024
Q3
$901K Buy
2024
Q2
$742K Sell
2024
Q1
$1.04M Sell
2023
Q4
$1.25M Sell
2023
Q3
$689K Sell
2023
Q2
$774K Buy
2023
Q1
$644K Buy
2022
Q4
$248K Sell
2022
Q3
$1.14M Buy
2022
Q2
$556K Buy
2022
Q1
$1.85M Buy
2021
Q4
$2.41M Buy