HB Wealth 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
$943K Buy
2,690
+487
+22% +$171K 0.01% 531
2025
Q1
$379K Buy
2,203
+663
+43% +$114K ﹤0.01% 849
2024
Q4
$382K Buy
1,540
+272
+21% +$67.5K ﹤0.01% 713
2024
Q3
$226K Sell
1,268
-71
-5% -$12.7K ﹤0.01% 843
2024
Q2
$298K Buy
1,339
+347
+35% +$77.1K ﹤0.01% 701
2024
Q1
$263K Buy
+992
New +$263K ﹤0.01% 701