CBIZ Investment Advisory Services’s Coinbase COIN Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$4.91K	Sell	14 -3	-18%	-$1.05K	﹤0.01%	432
2025 Q1	$2.93K	Sell	17 -9	-35%	-$1.55K	﹤0.01%	439
2024 Q4	$6.46K	Buy	26 +7	+37%	+$1.74K	﹤0.01%	308
2024 Q3	$3.39K	Hold	19	–	–	﹤0.01%	317
2024 Q2	$4.22K	Buy	+19	New	+$4.22K	﹤0.01%	303