EP Wealth Advisors’s Coinbase COIN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $889K | Sell |
2,537
-2,051
| -45% | -$719K | 0.01% | 587 |
|
|
2025
Q1 | $790K | Buy |
4,588
+64
| +1% | +$11K | 0.01% | 560 |
|
|
2024
Q4 | $1.12M | Sell |
4,524
-969
| -18% | -$241K | 0.01% | 470 |
|
|
2024
Q3 | $979K | Buy |
5,493
+1
| +0% | +$178 | 0.01% | 501 |
|
|
2024
Q2 | $1.22M | Buy |
+5,492
| New | +$1.22M | 0.01% | 355 |
|
|
2021
Q4 | – | Sell |
-1,152
| Closed | -$262K | – | 550 |
|
|
2021
Q3 | $262K | Buy |
1,152
+320
| +38% | +$72.8K | 0.01% | 461 |
|
|
2021
Q2 | $211K | Buy |
+832
| New | +$211K | 0.01% | 505 |
|