Circle Wealth Management’s Coinbase COIN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.07M | Buy |
3,062
+1,642
| +116% | +$576K | 0.02% | 109 |
|
|
2025
Q1 | $245K | Hold |
1,420
| – | – | 0.01% | 203 |
|
|
2024
Q4 | $353K | Hold |
1,420
| – | – | 0.01% | 192 |
|
|
2024
Q3 | $253K | Hold |
1,420
| – | – | 0.01% | 204 |
|
|
2024
Q2 | $316K | Hold |
1,420
| – | – | 0.01% | 192 |
|
|
2024
Q1 | $376K | Hold |
1,420
| – | – | 0.01% | 160 |
|
|
2023
Q4 | $247K | Buy |
+1,420
| New | +$247K | 0.01% | 175 |
|