Envestnet Asset Management’s Coinbase COIN Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$16.2M	Buy	92,944 +19,038	+26%	+$3.75M	﹤0.01%	1497
2025 Q4	$16.7M	Buy	73,906 +10,531	+17%	+$3.14M	0.01%	1323
2025 Q3	$21.4M	Buy	63,375 +2,683	+4%	+$910K	0.01%	1236
2025 Q2	$21.3M	Buy	60,692 +9,245	+18%	+$2.16M	0.01%	1213
2025 Q1	$8.86M	Buy	51,447 +9,952	+24%	+$2.41M	﹤0.01%	1750
2024 Q4	$10.3M	Sell	41,495 -7,072	-15%	-$1.8M	﹤0.01%	1622
2024 Q3	$8.65M	Buy	48,567 +3,720	+8%	+$745K	﹤0.01%	1735
2024 Q2	$9.97M	Buy	44,847 +5,767	+15%	+$1.33M	﹤0.01%	1567
2024 Q1	$10.4M	Sell	39,080 -11,079	-22%	-$1.99M	﹤0.01%	1509
2023 Q4	$8.72M	Buy	50,159 +2,492	+5%	+$272K	﹤0.01%	1532
2023 Q3	$3.58M	Buy	47,667 +16,914	+55%	+$1.43M	﹤0.01%	2021
2023 Q2	$2.2M	Buy	30,753 +2,558	+9%	+$153K	﹤0.01%	2228
2023 Q1	$1.91M	Sell	28,195 -452	-2%	-$27.1K	﹤0.01%	2233
2022 Q4	$1.01M	Sell	28,647 -23,764	-45%	-$1.25M	﹤0.01%	2628
2022 Q3	$3.38M	Sell	52,411 -714	-1%	-$49.9K	﹤0.01%	1748
2022 Q2	$2.5M	Buy	53,125 +24,234	+84%	+$2.31M	﹤0.01%	1966
2022 Q1	$5.49M	Sell	28,891 -6,403	-18%	-$1.25M	﹤0.01%	1548
2021 Q4	$8.91M	Buy	35,294 +11,040	+46%	+$3.21M	﹤0.01%	1249
2021 Q3	$5.52M	Buy	24,254 +8,870	+58%	+$2.18M	﹤0.01%	1480
2021 Q2	$3.9M	Buy	+15,384	New	+$3.99M	﹤0.01%	1664