Center for Financial Planning’s Coinbase COIN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $268K | Buy |
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|
2025
Q1 | $45.5K | Sell |
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|
2024
Q4 | $72.3K | Sell |
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|
2024
Q3 | $59.2K | Hold |
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|
2024
Q2 | $73.8K | Hold |
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|
2024
Q1 | $88K | Sell |
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|
2023
Q4 | $66.3K | Hold |
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|
2023
Q3 | $28.6K | Hold |
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|
2023
Q2 | $27.3K | Buy |
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|
2023
Q1 | $21.9K | Hold |
|
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|
2022
Q4 | $11.5K | Hold |
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|
2022
Q3 | $21K | Buy |
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|
2022
Q2 | $15K | Buy |
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|
2022
Q1 | $33K | Sell |
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|
2021
Q4 | $45K | Buy |
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|
2021
Q3 | $29K | Buy |
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|
2021
Q2 | $11K | Buy |
|