Focus Partners Wealth’s Coinbase COIN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.51M Buy
7,170
+1,968
+38% +$690K 0.01% 838
2025
Q1
$896K Buy
5,202
+361
+7% +$62.2K ﹤0.01% 1095
2024
Q4
$1.2M Buy
4,841
+2,716
+128% +$674K ﹤0.01% 993
2024
Q3
$379K Sell
2,125
-152
-7% -$27.1K ﹤0.01% 1228
2024
Q2
$506K Buy
2,277
+421
+23% +$93.6K ﹤0.01% 950
2024
Q1
$492K Buy
+1,856
New +$492K ﹤0.01% 725