Carson Wealth (CWM LLC)’s Coinbase COIN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.67M | Sell |
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|
2025
Q2 | $3.19M | Buy |
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|
2025
Q1 | $1.11M | Buy |
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|
2024
Q4 | $1.4M | Sell |
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|
2024
Q3 | $1.08M | Buy |
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|
2024
Q2 | $1.29M | Sell |
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|
2024
Q1 | $1.58M | Buy |
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|
2023
Q4 | $861K | Sell |
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|
2023
Q3 | $416K | Sell |
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|
2023
Q2 | $434K | Buy |
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|
2023
Q1 | $327K | Buy |
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|
2022
Q4 | $160K | Buy |
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|
2022
Q3 | $262K | Buy |
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|
2022
Q2 | $163K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $639K | Buy |
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|
2021
Q2 | $648K | Hold |
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|
2021
Q1 | $648K | Hold |
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|
2020
Q4 | $648K | Hold |
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|
2020
Q3 | $648K | Hold |
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|
2020
Q2 | $648K | Hold |
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|
2020
Q1 | $648K | Hold |
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|
2019
Q4 | $648K | Hold |
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|
2019
Q3 | $648K | Hold |
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|
2019
Q2 | $648K | Hold |
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|
2019
Q1 | $648K | Buy |
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