Carson Wealth (CWM LLC)’s Coinbase COIN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.19M | Buy |
9,103
+2,664
| +41% | +$934K | 0.01% | 756 |
|
|
2025
Q1 | $1.11M | Buy |
6,439
+795
| +14% | +$137K | ﹤0.01% | 1070 |
|
|
2024
Q4 | $1.4M | Sell |
5,644
-395
| -7% | -$98.1K | 0.01% | 927 |
|
|
2024
Q3 | $1.08M | Buy |
6,039
+253
| +4% | +$45.1K | ﹤0.01% | 984 |
|
|
2024
Q2 | $1.29M | Sell |
5,786
-186
| -3% | -$41.3K | 0.01% | 782 |
|
|
2024
Q1 | $1.58M | Buy |
5,972
+1,019
| +21% | +$270K | 0.01% | 688 |
|
|
2023
Q4 | $861K | Sell |
4,953
-584
| -11% | -$102K | ﹤0.01% | 866 |
|
|
2023
Q3 | $416K | Sell |
5,537
-527
| -9% | -$39.6K | ﹤0.01% | 1037 |
|
|
2023
Q2 | $434K | Buy |
6,064
+1,230
| +25% | +$88K | ﹤0.01% | 983 |
|
|
2023
Q1 | $327K | Buy |
4,834
+318
| +7% | +$21.5K | ﹤0.01% | 1025 |
|
|
2022
Q4 | $160K | Buy |
4,516
+451
| +11% | +$16K | ﹤0.01% | 1185 |
|
|
2022
Q3 | $262K | Buy |
4,065
+603
| +17% | +$38.9K | ﹤0.01% | 951 |
|
|
2022
Q2 | $163K | Buy |
+3,462
| New | +$163K | ﹤0.01% | 1124 |
|
|
2022
Q1 | – | Sell |
-2,532
| Closed | -$639K | – | 3542 |
|
|
2021
Q4 | $639K | Buy |
+2,532
| New | +$639K | ﹤0.01% | 665 |
|
|
2021
Q2 | $648K | Hold |
2,559
| – | – | 0.01% | 632 |
|
|
2021
Q1 | $648K | Hold |
2,559
| – | – | 0.01% | 632 |
|
|
2020
Q4 | $648K | Hold |
2,559
| – | – | 0.01% | 632 |
|
|
2020
Q3 | $648K | Hold |
2,559
| – | – | 0.01% | 632 |
|
|
2020
Q2 | $648K | Hold |
2,559
| – | – | 0.01% | 632 |
|
|
2020
Q1 | $648K | Hold |
2,559
| – | – | 0.01% | 632 |
|
|
2019
Q4 | $648K | Hold |
2,559
| – | – | 0.01% | 632 |
|
|
2019
Q3 | $648K | Hold |
2,559
| – | – | 0.01% | 632 |
|
|
2019
Q2 | $648K | Hold |
2,559
| – | – | 0.01% | 632 |
|
|
2019
Q1 | $648K | Buy |
+2,559
| New | +$648K | 0.01% | 632 |
|