Concurrent Investment Advisors’s Coinbase COIN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.27M | Buy |
3,636
+2,175
| +149% | +$762K | 0.02% | 536 |
|
|
2025
Q1 | $252K | Buy |
1,461
+389
| +36% | +$67K | 0.01% | 1005 |
|
|
2024
Q4 | $266K | Sell |
1,072
-129
| -11% | -$32K | 0.01% | 863 |
|
|
2024
Q3 | $214K | Sell |
1,201
-759
| -39% | -$135K | 0.01% | 911 |
|
|
2024
Q2 | $436K | Buy |
1,960
+302
| +18% | +$67.1K | 0.01% | 627 |
|
|
2024
Q1 | $440K | Sell |
1,658
-994
| -37% | -$264K | 0.02% | 578 |
|
|
2023
Q4 | $461K | Buy |
+2,652
| New | +$461K | 0.02% | 508 |
|