Bartlett & Co 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 | $7.36K | Buy |
21
+1
| +5% | +$350 | ﹤0.01% | 951 |
|
|
2025
Q1 | $3.45K | Hold |
20
| – | – | ﹤0.01% | 1026 |
|
|
2024
Q4 | $4.97K | Hold |
20
| – | – | ﹤0.01% | 975 |
|
|
2024
Q3 | $3.56K | Hold |
20
| – | – | ﹤0.01% | 999 |
|
|
2024
Q2 | $4.45K | Hold |
20
| – | – | ﹤0.01% | 995 |
|
|
2024
Q1 | $5.3K | Hold |
20
| – | – | ﹤0.01% | 969 |
|
|
2023
Q4 | $3.73K | Hold |
20
| – | – | ﹤0.01% | 1109 |
|
|
2023
Q3 | $1.5K | Hold |
20
| – | – | ﹤0.01% | 1090 |
|
|
2023
Q2 | $1.43K | Hold |
20
| – | – | ﹤0.01% | 1084 |
|
|
2023
Q1 | $1.35K | Hold |
20
| – | – | ﹤0.01% | 1001 |
|
|
2022
Q4 | $708 | Sell |
20
-7
| -26% | -$248 | ﹤0.01% | 1057 |
|
|
2022
Q3 | $1.74K | Hold |
27
| – | – | ﹤0.01% | 1062 |
|
|
2022
Q2 | $1.27K | Hold |
27
| – | – | ﹤0.01% | 1224 |
|
|
2022
Q1 | $5.13K | Buy |
+27
| New | +$5.13K | ﹤0.01% | 914 |
|