Envestnet Asset 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
$21.3M Buy
60,692
+9,245
+18% +$3.24M 0.01% 1213
2025
Q1
$8.86M Buy
51,447
+9,952
+24% +$1.71M ﹤0.01% 1750
2024
Q4
$10.3M Sell
41,495
-7,072
-15% -$1.76M ﹤0.01% 1622
2024
Q3
$8.65M Buy
48,567
+3,720
+8% +$663K ﹤0.01% 1735
2024
Q2
$9.97M Buy
44,847
+5,767
+15% +$1.28M ﹤0.01% 1567
2024
Q1
$10.4M Sell
39,080
-11,079
-22% -$2.94M ﹤0.01% 1509
2023
Q4
$8.72M Buy
50,159
+2,492
+5% +$433K ﹤0.01% 1532
2023
Q3
$3.58M Buy
47,667
+16,914
+55% +$1.27M ﹤0.01% 2021
2023
Q2
$2.2M Buy
30,753
+2,558
+9% +$183K ﹤0.01% 2228
2023
Q1
$1.91M Sell
28,195
-452
-2% -$30.5K ﹤0.01% 2233
2022
Q4
$1.01M Sell
28,647
-23,764
-45% -$841K ﹤0.01% 2628
2022
Q3
$3.38M Sell
52,411
-714
-1% -$46K ﹤0.01% 1748
2022
Q2
$2.5M Buy
53,125
+24,234
+84% +$1.14M ﹤0.01% 1966
2022
Q1
$5.49M Sell
28,891
-6,403
-18% -$1.22M ﹤0.01% 1548
2021
Q4
$8.91M Buy
35,294
+11,040
+46% +$2.79M ﹤0.01% 1249
2021
Q3
$5.52M Buy
24,254
+8,870
+58% +$2.02M ﹤0.01% 1480
2021
Q2
$3.9M Buy
+15,384
New +$3.9M ﹤0.01% 1664