Berger Financial Group’s Coinbase COIN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $578K | Buy |
1,648
+50
| +3% | +$17.5K | 0.04% | 250 |
|
|
2025
Q1 | $275K | Sell |
1,598
-27
| -2% | -$4.65K | 0.02% | 345 |
|
|
2024
Q4 | $403K | Sell |
1,625
-69
| -4% | -$17.1K | 0.03% | 282 |
|
|
2024
Q3 | $302K | Sell |
1,694
-15
| -0.9% | -$2.67K | 0.02% | 305 |
|
|
2024
Q2 | $380K | Buy |
1,709
+38
| +2% | +$8.45K | 0.03% | 245 |
|
|
2024
Q1 | $443K | Sell |
1,671
-755
| -31% | -$200K | 0.04% | 220 |
|
|
2023
Q4 | $422K | Sell |
2,426
-1,042
| -30% | -$181K | 0.04% | 183 |
|
|
2023
Q3 | $260K | Sell |
3,468
-228
| -6% | -$17.1K | 0.03% | 227 |
|
|
2023
Q2 | $264K | Buy |
+3,696
| New | +$264K | 0.03% | 235 |
|