FWM
Focused Wealth Management’s Coinbase COIN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $318K | Buy |
+907
| New | +$318K | 0.04% | 119 |
|
|
2025
Q1 | – | Sell |
-915
| Closed | -$227K | – | 181 |
|
|
2024
Q4 | $227K | Buy |
+915
| New | +$227K | 0.03% | 140 |
|
|
2024
Q3 | – | Sell |
-630
| Closed | -$140K | – | 212 |
|
|
2024
Q2 | $140K | Buy |
+630
| New | +$140K | 0.02% | 153 |
|
|
2024
Q1 | – | Sell |
-102
| Closed | -$17.7K | – | 312 |
|
|
2023
Q4 | $17.7K | Sell |
102
-6
| -6% | -$1.04K | ﹤0.01% | 457 |
|
|
2023
Q3 | $8.11K | Hold |
108
| – | – | ﹤0.01% | 544 |
|
|
2023
Q2 | $7.73K | Buy |
108
+15
| +16% | +$1.07K | ﹤0.01% | 563 |
|
|
2023
Q1 | $6.28K | Buy |
93
+7
| +8% | +$473 | ﹤0.01% | 604 |
|
|
2022
Q4 | $3.04K | Sell |
86
-6
| -7% | -$212 | ﹤0.01% | 712 |
|
|
2022
Q3 | $6K | Hold |
92
| – | – | ﹤0.01% | 562 |
|
|
2022
Q2 | $4K | Sell |
92
-305
| -77% | -$13.3K | ﹤0.01% | 607 |
|
|
2022
Q1 | $75K | Buy |
397
+6
| +2% | +$1.13K | 0.01% | 257 |
|
|
2021
Q4 | $99K | Buy |
391
+313
| +401% | +$79.3K | 0.02% | 281 |
|
|
2021
Q3 | $18K | Sell |
78
-70
| -47% | -$16.2K | ﹤0.01% | 501 |
|
|
2021
Q2 | $37K | Buy |
+148
| New | +$37K | 0.01% | 418 |
|