Concord Wealth 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
Q2 | $188K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $2.81K | Sell |
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|
2024
Q2 | $6K | Sell |
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|
2024
Q1 | $30.2K | Buy |
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|
2023
Q4 | $4.7K | Sell |
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|
2023
Q3 | $9.61K | Sell |
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|
2023
Q2 | $14.9K | Buy |
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|
2023
Q1 | $10K | Sell |
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|
2022
Q4 | $62.2K | Sell |
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|
2022
Q3 | $232K | Sell |
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|
2022
Q2 | $172K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $262K | Buy |
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|
2021
Q3 | $59K | Sell |
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|
2021
Q2 | $219K | Buy |
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