Center for Financial Planning’s Coinbase COIN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $268K | Buy |
764
+500
| +189% | +$175K | 0.03% | 141 |
|
|
2025
Q1 | $45.5K | Sell |
264
-27
| -9% | -$4.65K | 0.01% | 290 |
|
|
2024
Q4 | $72.3K | Sell |
291
-41
| -12% | -$10.2K | 0.01% | 229 |
|
|
2024
Q3 | $59.2K | Hold |
332
| – | – | 0.01% | 233 |
|
|
2024
Q2 | $73.8K | Hold |
332
| – | – | 0.01% | 201 |
|
|
2024
Q1 | $88K | Sell |
332
-49
| -13% | -$13K | 0.01% | 192 |
|
|
2023
Q4 | $66.3K | Hold |
381
| – | – | 0.01% | 195 |
|
|
2023
Q3 | $28.6K | Hold |
381
| – | – | 0.01% | 269 |
|
|
2023
Q2 | $27.3K | Buy |
381
+57
| +18% | +$4.08K | 0.01% | 297 |
|
|
2023
Q1 | $21.9K | Hold |
324
| – | – | 0.01% | 290 |
|
|
2022
Q4 | $11.5K | Hold |
324
| – | – | ﹤0.01% | 344 |
|
|
2022
Q3 | $21K | Buy |
324
+15
| +5% | +$972 | 0.01% | 289 |
|
|
2022
Q2 | $15K | Buy |
309
+137
| +80% | +$6.65K | ﹤0.01% | 315 |
|
|
2022
Q1 | $33K | Sell |
172
-6
| -3% | -$1.15K | 0.01% | 259 |
|
|
2021
Q4 | $45K | Buy |
178
+51
| +40% | +$12.9K | 0.01% | 239 |
|
|
2021
Q3 | $29K | Buy |
127
+82
| +182% | +$18.7K | 0.01% | 274 |
|
|
2021
Q2 | $11K | Buy |
+45
| New | +$11K | ﹤0.01% | 349 |
|