Cornerstone Planning Group’s Coinbase COIN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$15.5K Buy
52
+21
+68% +$6.26K ﹤0.01% 469
2025
Q1
$6.04K Buy
31
+6
+24% +$1.17K ﹤0.01% 685
2024
Q4
$6.95K Buy
25
+12
+92% +$3.34K ﹤0.01% 510
2024
Q3
$2.86K Sell
13
-27
-68% -$5.93K ﹤0.01% 695
2024
Q2
$7.58K Buy
40
+9
+29% +$1.71K ﹤0.01% 495
2024
Q1
$6.92K Buy
31
+4
+15% +$893 ﹤0.01% 468
2023
Q4
$4.7K Hold
27
﹤0.01% 530
2023
Q3
$2.03K Hold
27
﹤0.01% 657
2023
Q2
$1.93K Buy
+27
New +$1.93K ﹤0.01% 1174
2022
Q4
$1.34K Buy
+27
New +$1.34K ﹤0.01% 1290