CWM
Cranbrook Wealth Management’s Coinbase COIN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $313K | Sell |
892
-303
| -25% | -$106K | 0.07% | 98 |
|
|
2025
Q1 | $206K | Buy |
1,195
+53
| +5% | +$9.13K | 0.05% | 108 |
|
|
2024
Q4 | $284K | Hold |
1,142
| – | – | 0.07% | 98 |
|
|
2024
Q3 | $203K | Hold |
1,142
| – | – | 0.05% | 111 |
|
|
2024
Q2 | $254K | Hold |
1,142
| – | – | 0.06% | 98 |
|
|
2024
Q1 | $303K | Hold |
1,142
| – | – | 0.08% | 81 |
|
|
2023
Q4 | $199K | Hold |
1,142
| – | – | 0.05% | 93 |
|
|
2023
Q3 | $85.7K | Hold |
1,142
| – | – | 0.03% | 125 |
|
|
2023
Q2 | $81.7K | Hold |
1,142
| – | – | 0.02% | 130 |
|
|
2023
Q1 | $77.2K | Hold |
1,142
| – | – | 0.02% | 136 |
|
|
2022
Q4 | $40.4K | Hold |
1,142
| – | – | 0.01% | 168 |
|
|
2022
Q3 | $74K | Hold |
1,142
| – | – | 0.02% | 137 |
|
|
2022
Q2 | $54K | Hold |
1,142
| – | – | 0.01% | 162 |
|
|
2022
Q1 | $217K | Hold |
1,142
| – | – | 0.05% | 99 |
|
|
2021
Q4 | $288K | Hold |
1,142
| – | – | 0.06% | 91 |
|
|
2021
Q3 | $260K | Hold |
1,142
| – | – | 0.06% | 94 |
|
|
2021
Q2 | $289K | Buy |
+1,142
| New | +$289K | 0.07% | 89 |
|