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 |
|