Forum Financial Management’s Coinbase COIN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $757K | Buy |
2,159
+266
| +14% | +$93.2K | 0.01% | 273 |
|
|
2025
Q1 | $326K | Sell |
1,893
-195
| -9% | -$33.6K | 0.01% | 553 |
|
|
2024
Q4 | $518K | Buy |
2,088
+9
| +0.4% | +$2.24K | 0.01% | 369 |
|
|
2024
Q3 | $370K | Sell |
2,079
-49
| -2% | -$8.73K | 0.01% | 429 |
|
|
2024
Q2 | $473K | Buy |
2,128
+227
| +12% | +$50.4K | 0.01% | 323 |
|
|
2024
Q1 | $504K | Sell |
1,901
-126
| -6% | -$33.4K | 0.01% | 323 |
|
|
2023
Q4 | $353K | Buy |
+2,027
| New | +$353K | 0.01% | 391 |
|