BWM
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Brown Wealth Management’s Coinbase COIN Stock Holding History

Brown Wealth Management’s Portfolio COIN Stock Details COIN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-5,166
Closed -$890K – 100
2025
Q1 		$890K Buy
5,166
+4,260
+470% +$734K 0.31% 52
2024
Q4 		$225K Buy
+906
New +$225K 0.08% 76