Financial Perspectives’s Coinbase COIN Stock Holding History
Bought
  Maintained
  Sold
  | Quarter | Market Value | Status | Shares | 
        
          
          
            Change in  Stake  | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
| 
        
          
      
        2025
         Q3  | $173K | Buy | 
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| 
        
          
      
        2025
         Q2  | $173K | Hold | 
         | 
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| 
        
          
      
        2025
         Q1  | $84.9K | Hold | 
         | 
    |||||
| 
        
          
      
        2024
         Q4  | $122K | Hold | 
         | 
    |||||
| 
        
          
      
        2024
         Q3  | $87.8K | Hold | 
         | 
    |||||
| 
        
          
      
        2024
         Q2  | $110K | Hold | 
         | 
    |||||
| 
        
          
      
        2024
         Q1  | $131K | Hold | 
         | 
    |||||
| 
        
          
      
        2023
         Q4  | $85.7K | Hold | 
         | 
    |||||
| 
        
          
      
        2023
         Q3  | $37K | Hold | 
         | 
    |||||
| 
        
          
      
        2023
         Q2  | $35.3K | Hold | 
         | 
    |||||
| 
        
          
      
        2023
         Q1  | $33.3K | Buy | 
         | 
    |||||
| 
        
          
      
        2022
         Q4  | $14.6K | Sell | 
         | 
    |||||
| 
        
          
      
        2022
         Q3  | $42.2K | Hold | 
         | 
    |||||
| 
        
          
      
        2022
         Q2  | $30.8K | Sell | 
         | 
    |||||
| 
        
          
      
        2022
         Q1  | $126K | Buy | 
         | 
    |||||
| 
        
          
      
        2021
         Q4  | $149K | Buy | 
         | 
    |||||
| 
        
          
      
        2021
         Q3  | $73.7K | Buy | 
         | 
    |||||
| 
        
          
      
        2021
         Q2  | $47.6K | Buy | 
         |