Cerity Partners’s Coinbase COIN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $7.49M | Buy |
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|
2025
Q2 | $6.2M | Buy |
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|
2025
Q1 | $2.81M | Buy |
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|
2024
Q4 | $3.38M | Buy |
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|
2024
Q3 | $2.51M | Buy |
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|
2024
Q2 | $2.83M | Sell |
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|
2024
Q1 | $3.45M | Buy |
|
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|
2023
Q4 | $2.1M | Buy |
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|
2023
Q3 | $767K | Buy |
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|
2023
Q2 | $491K | Buy |
|
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|
2023
Q1 | $369K | Sell |
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|
2022
Q4 | $208K | Buy |
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|
2022
Q3 | $282K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $1.18M | Buy |
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|
2021
Q4 | $1.5M | Sell |
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|
2021
Q3 | $1.45M | Buy |
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|
2021
Q2 | $1.27M | Buy |
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