CWM
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Centricity Wealth Management’s Coinbase COIN Stock Holding History

Centricity Wealth Management’s Portfolio COIN Stock Details COIN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$22.8K Hold
65
– – 0.02% 245
2025
Q1 		$11.2K Hold
65
– – 0.01% 311
2024
Q4 		$16.1K Buy
+65
New +$16.1K 0.02% 277