Everhart Financial 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
$733K Buy
+2,091
New +$733K 0.08% 172
2025
Q1
Sell
-944
Closed -$234K 334
2024
Q4
$234K Buy
+944
New +$234K 0.05% 286