Convergence Financial’s Coinbase COIN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $719K | Hold |
2,050
| – | – | 0.12% | 95 |
|
|
2025
Q1 | $353K | Buy |
2,050
+12
| +0.6% | +$2.07K | 0.07% | 124 |
|
|
2024
Q4 | $506K | Sell |
2,038
-183
| -8% | -$45.4K | 0.1% | 91 |
|
|
2024
Q3 | $396K | Sell |
2,221
-21
| -0.9% | -$3.74K | 0.08% | 104 |
|
|
2024
Q2 | $498K | Buy |
2,242
+64
| +3% | +$14.2K | 0.13% | 90 |
|
|
2024
Q1 | $577K | Buy |
+2,178
| New | +$577K | 0.24% | 28 |
|