Crestwood Advisors 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 | $348K | Buy |
+992
| New | +$348K | 0.01% | 409 |
|
|
2024
Q2 | – | Sell |
-866
| Closed | -$230K | – | 432 |
|
|
2024
Q1 | $230K | Buy |
+866
| New | +$230K | 0.01% | 391 |
|
|
2022
Q2 | – | Sell |
-1,404
| Closed | -$267K | – | 268 |
|
|
2022
Q1 | $267K | Sell |
1,404
-60
| -4% | -$11.4K | 0.01% | 248 |
|
|
2021
Q4 | $369K | Buy |
+1,464
| New | +$369K | 0.01% | 229 |
|