Creative Planning’s Coinbase COIN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.5M | Sell |
49,891
-3,100
| -6% | -$1.09M | 0.01% | 368 |
|
|
2025
Q1 | $9.13M | Sell |
52,991
-554
| -1% | -$95.4K | 0.01% | 517 |
|
|
2024
Q4 | $13.3M | Sell |
53,545
-18,000
| -25% | -$4.47M | 0.01% | 377 |
|
|
2024
Q3 | $12.7M | Buy |
71,545
+21,335
| +42% | +$3.8M | 0.01% | 370 |
|
|
2024
Q2 | $11.2M | Buy |
50,210
+8,383
| +20% | +$1.86M | 0.01% | 385 |
|
|
2024
Q1 | $11.1M | Buy |
41,827
+486
| +1% | +$129K | 0.01% | 381 |
|
|
2023
Q4 | $7.19M | Buy |
41,341
+19
| +0% | +$3.3K | 0.01% | 466 |
|
|
2023
Q3 | $3.1M | Sell |
41,322
-3,458
| -8% | -$260K | ﹤0.01% | 678 |
|
|
2023
Q2 | $3.2M | Buy |
44,780
+2,636
| +6% | +$189K | ﹤0.01% | 652 |
|
|
2023
Q1 | $2.85M | Sell |
42,144
-1,343
| -3% | -$90.7K | ﹤0.01% | 656 |
|
|
2022
Q4 | $1.54M | Buy |
43,487
+6,380
| +17% | +$226K | ﹤0.01% | 841 |
|
|
2022
Q3 | $2.39M | Buy |
37,107
+289
| +0.8% | +$18.6K | ﹤0.01% | 636 |
|
|
2022
Q2 | $1.73M | Buy |
36,818
+22,372
| +155% | +$1.05M | ﹤0.01% | 764 |
|
|
2022
Q1 | $2.74M | Sell |
14,446
-801
| -5% | -$152K | ﹤0.01% | 623 |
|
|
2021
Q4 | $3.85M | Sell |
15,247
-2,502
| -14% | -$631K | 0.01% | 489 |
|
|
2021
Q3 | $4.04M | Sell |
17,749
-4,867
| -22% | -$1.11M | 0.01% | 469 |
|
|
2021
Q2 | $5.73M | Buy |
+22,616
| New | +$5.73M | 0.01% | 371 |
|