Capital Advisors Wealth Management’s Coinbase COIN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $532K | Buy |
1,519
+4
| +0.3% | +$1.4K | 0.08% | 108 |
|
|
2025
Q1 | $261K | Buy |
1,515
+45
| +3% | +$7.75K | 0.05% | 150 |
|
|
2024
Q4 | $365K | Buy |
1,470
+45
| +3% | +$11.2K | 0.07% | 118 |
|
|
2024
Q3 | $254K | Buy |
1,425
+12
| +0.8% | +$2.14K | 0.05% | 143 |
|
|
2024
Q2 | $314K | Buy |
1,413
+62
| +5% | +$13.8K | 0.06% | 117 |
|
|
2024
Q1 | $358K | Sell |
1,351
-93
| -6% | -$24.7K | 0.07% | 104 |
|
|
2023
Q4 | $251K | Buy |
+1,444
| New | +$251K | 0.06% | 123 |
|