Columbia Advisory 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 | $502K | Buy |
1,432
+168
| +13% | +$58.9K | 0.38% | 40 |
|
|
2025
Q1 | $218K | Buy |
+1,264
| New | +$218K | 0.19% | 65 |
|
|
2024
Q4 | – | Sell |
-1,329
| Closed | -$237K | – | 66 |
|
|
2024
Q3 | $237K | Sell |
1,329
-155
| -10% | -$27.6K | 0.22% | 50 |
|
|
2024
Q2 | $330K | Hold |
1,484
| – | – | 0.32% | 39 |
|
|
2024
Q1 | $393K | Sell |
1,484
-25
| -2% | -$6.63K | 0.4% | 34 |
|
|
2023
Q4 | $262K | Buy |
+1,509
| New | +$262K | 0.27% | 52 |
|
|
2022
Q2 | – | Sell |
-1,717
| Closed | -$326K | – | 51 |
|
|
2022
Q1 | $326K | Buy |
1,717
+651
| +61% | +$124K | 0.33% | 28 |
|
|
2021
Q4 | $269K | Buy |
+1,066
| New | +$269K | 0.27% | 32 |
|