Cerity Partners’s Coinbase COIN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.2M | Buy |
17,694
+1,402
| +9% | +$491K | 0.01% | 719 |
|
|
2025
Q1 | $2.81M | Buy |
16,292
+2,088
| +15% | +$360K | 0.01% | 961 |
|
|
2024
Q4 | $3.38M | Buy |
14,204
+98
| +0.7% | +$23.3K | 0.01% | 874 |
|
|
2024
Q3 | $2.51M | Buy |
14,106
+1,393
| +11% | +$248K | 0.01% | 989 |
|
|
2024
Q2 | $2.83M | Sell |
12,713
-309
| -2% | -$68.7K | 0.01% | 780 |
|
|
2024
Q1 | $3.45M | Buy |
13,022
+930
| +8% | +$247K | 0.01% | 774 |
|
|
2023
Q4 | $2.1M | Buy |
12,092
+1,875
| +18% | +$326K | 0.01% | 755 |
|
|
2023
Q3 | $767K | Buy |
10,217
+3,358
| +49% | +$252K | ﹤0.01% | 821 |
|
|
2023
Q2 | $491K | Buy |
6,859
+1,403
| +26% | +$100K | ﹤0.01% | 1191 |
|
|
2023
Q1 | $369K | Sell |
5,456
-411
| -7% | -$27.8K | ﹤0.01% | 1434 |
|
|
2022
Q4 | $208K | Buy |
5,867
+1,493
| +34% | +$52.9K | ﹤0.01% | 1325 |
|
|
2022
Q3 | $282K | Buy |
+4,374
| New | +$282K | ﹤0.01% | 920 |
|
|
2022
Q2 | – | Sell |
-6,224
| Closed | -$1.18M | – | 1188 |
|
|
2022
Q1 | $1.18M | Buy |
6,224
+261
| +4% | +$49.6K | 0.02% | 414 |
|
|
2021
Q4 | $1.51M | Sell |
5,963
-410
| -6% | -$103K | 0.02% | 363 |
|
|
2021
Q3 | $1.45M | Buy |
6,373
+1,350
| +27% | +$307K | 0.03% | 310 |
|
|
2021
Q2 | $1.27M | Buy |
+5,023
| New | +$1.27M | 0.03% | 332 |
|