EWM
Evercore Wealth Management’s Coinbase COIN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $932K | Sell |
2,660
-40
| -1% | -$14K | 0.01% | 221 |
|
|
2025
Q1 | $465K | Sell |
2,700
-70
| -3% | -$12.1K | 0.01% | 276 |
|
|
2024
Q4 | $688K | Sell |
2,770
-243
| -8% | -$60.3K | 0.01% | 248 |
|
|
2024
Q3 | $537K | Sell |
3,013
-80
| -3% | -$14.3K | 0.01% | 269 |
|
|
2024
Q2 | $687K | Sell |
3,093
-6
| -0.2% | -$1.33K | 0.01% | 246 |
|
|
2024
Q1 | $822K | Buy |
3,099
+544
| +21% | +$144K | 0.01% | 234 |
|
|
2023
Q4 | $444K | Buy |
+2,555
| New | +$444K | 0.01% | 294 |
|
|
2022
Q2 | – | Sell |
-1,891
| Closed | -$359K | – | 400 |
|
|
2022
Q1 | $359K | Buy |
1,891
+40
| +2% | +$7.59K | 0.01% | 319 |
|
|
2021
Q4 | $467K | Hold |
1,851
| – | – | 0.01% | 295 |
|
|
2021
Q3 | $421K | Sell |
1,851
-2,150
| -54% | -$489K | 0.01% | 311 |
|
|
2021
Q2 | $1.01M | Buy |
+4,001
| New | +$1.01M | 0.02% | 224 |
|