Cornerstone Wealth Management’s Coinbase COIN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $325K | Buy |
+926
| New | +$325K | 0.02% | 495 |
|
|
2024
Q3 | – | Sell |
-1,310
| Closed | -$291K | – | 564 |
|
|
2024
Q2 | $291K | Sell |
1,310
-219
| -14% | -$48.7K | 0.02% | 441 |
|
|
2024
Q1 | $405K | Buy |
1,529
+223
| +17% | +$59.1K | 0.03% | 365 |
|
|
2023
Q4 | $227K | Buy |
+1,306
| New | +$227K | 0.02% | 476 |
|
|
2022
Q1 | – | Sell |
-994
| Closed | -$256K | – | 475 |
|
|
2021
Q4 | $256K | Buy |
+994
| New | +$256K | 0.02% | 431 |
|