Compass Ion Advisors’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
$320K Sell
2025
Q2
$358K Sell
2025
Q1
$611K Sell
2024
Q4
$959K Sell
2024
Q3
$742K Buy
2024
Q2
$1.1M Hold
2024
Q1
$1.1M Sell
2023
Q4
$734K Sell
2023
Q3
$345K Buy
2022
Q2
Sell
2022
Q1
$388K Buy
2021
Q4
$481K Buy
2021
Q3
$296K Sell
2021
Q2
$454K Buy