Corient Private Wealth’s Coinbase COIN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.93M | Buy |
14,052
+4,109
| +41% | +$1.44M | 0.01% | 766 |
|
|
2025
Q1 | $1.71M | Sell |
9,943
-99
| -1% | -$17.1K | ﹤0.01% | 1025 |
|
|
2024
Q4 | $2.49M | Buy |
10,042
+786
| +8% | +$195K | ﹤0.01% | 913 |
|
|
2024
Q3 | $1.65M | Buy |
9,256
+188
| +2% | +$33.5K | ﹤0.01% | 1161 |
|
|
2024
Q2 | $2.02M | Buy |
9,068
+351
| +4% | +$78K | ﹤0.01% | 1009 |
|
|
2024
Q1 | $2.31M | Sell |
8,717
-96
| -1% | -$25.5K | ﹤0.01% | 957 |
|
|
2023
Q4 | $1.53M | Buy |
8,813
+94
| +1% | +$16.3K | ﹤0.01% | 1119 |
|
|
2023
Q3 | $655K | Buy |
8,719
+874
| +11% | +$65.6K | ﹤0.01% | 1349 |
|
|
2023
Q2 | $561K | Sell |
7,845
-3,093
| -28% | -$221K | ﹤0.01% | 1397 |
|
|
2023
Q1 | $739K | Buy |
+10,938
| New | +$739K | ﹤0.01% | 1206 |
|