Brandywine Oak Private Wealth’s Coinbase COIN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$312K Buy
+891
New +$312K 0.03% 181
2025
Q1
Sell
-1,226
Closed -$304K 227
2024
Q4
$304K Buy
+1,226
New +$304K 0.03% 187
2024
Q3
Sell
-949
Closed -$211K 237
2024
Q2
$211K Hold
949
0.02% 220
2024
Q1
$252K Buy
+949
New +$252K 0.03% 208