Concord Wealth 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 | $188K | Buy |
+537
| New | +$188K | 0.03% | 207 |
|
|
2024
Q4 | – | Sell |
-16
| Closed | -$2.81K | – | 933 |
|
|
2024
Q3 | $2.81K | Sell |
16
-11
| -41% | -$1.93K | ﹤0.01% | 708 |
|
|
2024
Q2 | $6K | Sell |
27
-87
| -76% | -$19.3K | ﹤0.01% | 555 |
|
|
2024
Q1 | $30.2K | Buy |
114
+87
| +322% | +$23K | 0.01% | 435 |
|
|
2023
Q4 | $4.7K | Sell |
27
-101
| -79% | -$17.6K | ﹤0.01% | 642 |
|
|
2023
Q3 | $9.61K | Sell |
128
-80
| -38% | -$6.01K | ﹤0.01% | 626 |
|
|
2023
Q2 | $14.9K | Buy |
208
+60
| +41% | +$4.29K | ﹤0.01% | 549 |
|
|
2023
Q1 | $10K | Sell |
148
-1,610
| -92% | -$109K | ﹤0.01% | 594 |
|
|
2022
Q4 | $62.2K | Sell |
1,758
-1,836
| -51% | -$65K | 0.02% | 330 |
|
|
2022
Q3 | $232K | Sell |
3,594
-63
| -2% | -$4.07K | 0.07% | 142 |
|
|
2022
Q2 | $172K | Buy |
+3,657
| New | +$172K | 0.05% | 176 |
|
|
2022
Q1 | – | Sell |
-1,038
| Closed | -$262K | – | 1296 |
|
|
2021
Q4 | $262K | Buy |
1,038
+780
| +302% | +$197K | 0.06% | 152 |
|
|
2021
Q3 | $59K | Sell |
258
-607
| -70% | -$139K | 0.02% | 188 |
|
|
2021
Q2 | $219K | Buy |
+865
| New | +$219K | 0.06% | 129 |
|