CWM
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Congress Wealth Management’s Coinbase COIN Stock Holding History

Congress Wealth Management’s Portfolio COIN Stock Details COIN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$5.11M Buy
14,578
+10,960
+303% +$3.84M 0.05% 378
2025
Q1 		$638K Buy
+3,618
New +$638K 0.01% 750