Beacon Investment Advisors’s Coinbase COIN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.81M | Hold |
5,111
| – | – | 0.78% | 34 |
|
|
2025
Q1 | $880K | Hold |
5,111
| – | – | 0.42% | 69 |
|
|
2024
Q4 | $1.27M | Hold |
5,111
| – | – | 0.6% | 52 |
|
|
2024
Q3 | $911K | Hold |
5,111
| – | – | 0.43% | 66 |
|
|
2024
Q2 | $1.14M | Hold |
5,111
| – | – | 0.58% | 54 |
|
|
2024
Q1 | $1.36M | Buy |
5,111
+2,740
| +116% | +$726K | 0.77% | 43 |
|
|
2023
Q4 | $412K | Sell |
2,371
-358
| -13% | -$62.3K | 0.26% | 88 |
|
|
2023
Q3 | $205K | Buy |
+2,729
| New | +$205K | 0.15% | 115 |
|