HighMark 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 | $88.7K | Hold |
253
| – | – | 0.04% | 121 |
|
|
2025
Q1 | $43.6K | Hold |
253
| – | – | 0.03% | 135 |
|
|
2024
Q4 | $62.8K | Sell |
253
-157
| -38% | -$39K | 0.04% | 107 |
|
|
2024
Q3 | $73K | Buy |
410
+45
| +12% | +$8.01K | 0.04% | 121 |
|
|
2024
Q2 | $81.1K | Hold |
365
| – | – | 0.05% | 109 |
|
|
2024
Q1 | $96.7K | Buy |
365
+25
| +7% | +$6.62K | 0.06% | 100 |
|
|
2023
Q4 | $59.1K | Buy |
340
+12
| +4% | +$2.09K | 0.04% | 117 |
|
|
2023
Q3 | $24.6K | Hold |
328
| – | – | 0.02% | 155 |
|
|
2023
Q2 | $23.5K | Sell |
328
-100
| -23% | -$7.16K | 0.02% | 172 |
|
|
2023
Q1 | $28.9K | Hold |
428
| – | – | 0.02% | 173 |
|
|
2022
Q4 | $15.1K | Buy |
428
+70
| +20% | +$2.48K | 0.01% | 199 |
|
|
2022
Q3 | $23K | Hold |
358
| – | – | 0.02% | 144 |
|
|
2022
Q2 | $17K | Hold |
358
| – | – | 0.01% | 180 |
|
|
2022
Q1 | $68K | Buy |
358
+58
| +19% | +$11K | 0.05% | 92 |
|
|
2021
Q4 | $76K | Hold |
300
| – | – | 0.05% | 95 |
|
|
2021
Q3 | $68K | Hold |
300
| – | – | 0.05% | 102 |
|
|
2021
Q2 | $76K | Buy |
+300
| New | +$76K | 0.06% | 93 |
|