Great Valley Advisor 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 | $3.1M | Buy |
8,843
+987
| +13% | +$346K | 0.07% | 239 |
|
|
2025
Q1 | $1.35M | Buy |
7,856
+5,147
| +190% | +$887K | 0.03% | 384 |
|
|
2024
Q4 | $672K | Sell |
2,709
-1,043
| -28% | -$259K | 0.02% | 519 |
|
|
2024
Q3 | $668K | Sell |
3,752
-446
| -11% | -$79.5K | 0.02% | 502 |
|
|
2024
Q2 | $932K | Sell |
4,198
-1,434
| -25% | -$319K | 0.03% | 402 |
|
|
2024
Q1 | $1.49M | Sell |
5,632
-2,059
| -27% | -$546K | 0.05% | 309 |
|
|
2023
Q4 | $1.34M | Buy |
7,691
+301
| +4% | +$52.4K | 0.05% | 297 |
|
|
2023
Q3 | $555K | Sell |
7,390
-956
| -11% | -$71.8K | 0.02% | 413 |
|
|
2023
Q2 | $597K | Buy |
8,346
+538
| +7% | +$38.5K | 0.03% | 407 |
|
|
2023
Q1 | $527K | Sell |
7,808
-2,093
| -21% | -$141K | 0.02% | 427 |
|
|
2022
Q4 | $351K | Sell |
9,901
-700
| -7% | -$24.8K | 0.02% | 511 |
|
|
2022
Q3 | $684K | Sell |
10,601
-16
| -0.2% | -$1.03K | 0.04% | 366 |
|
|
2022
Q2 | $500K | Buy |
+10,617
| New | +$500K | 0.03% | 424 |
|
|
2022
Q1 | – | Sell |
-4,276
| Closed | -$1.07M | – | 594 |
|
|
2021
Q4 | $1.07M | Buy |
4,276
+2,260
| +112% | +$564K | 0.07% | 261 |
|
|
2021
Q3 | $459K | Buy |
+2,016
| New | +$459K | 0.03% | 380 |
|