HM Payson & Co’s Coinbase COIN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $128K | Hold |
742
| – | – | ﹤0.01% | 491 |
|
|
2024
Q4 | $184K | Sell |
742
-84
| -10% | -$20.9K | ﹤0.01% | 438 |
|
|
2024
Q3 | $147K | Hold |
826
| – | – | ﹤0.01% | 470 |
|
|
2024
Q2 | $184K | Buy |
826
+3
| +0.4% | +$667 | ﹤0.01% | 416 |
|
|
2024
Q1 | $218K | Buy |
823
+7
| +0.9% | +$1.86K | ﹤0.01% | 380 |
|
|
2023
Q4 | $142K | Buy |
816
+5
| +0.6% | +$870 | ﹤0.01% | 440 |
|
|
2023
Q3 | $60.9K | Buy |
811
+3
| +0.4% | +$225 | ﹤0.01% | 549 |
|
|
2023
Q2 | $57.8K | Sell |
808
-53
| -6% | -$3.79K | ﹤0.01% | 554 |
|
|
2023
Q1 | $58.2K | Hold |
861
| – | – | ﹤0.01% | 547 |
|
|
2022
Q4 | $30.5K | Hold |
861
| – | – | ﹤0.01% | 623 |
|
|
2022
Q3 | $56K | Hold |
861
| – | – | ﹤0.01% | 556 |
|
|
2022
Q2 | $40K | Hold |
861
| – | – | ﹤0.01% | 616 |
|
|
2022
Q1 | $163K | Sell |
861
-16
| -2% | -$3.03K | ﹤0.01% | 424 |
|
|
2021
Q4 | $221K | Buy |
877
+213
| +32% | +$53.7K | ﹤0.01% | 384 |
|
|
2021
Q3 | $151K | Buy |
664
+19
| +3% | +$4.32K | ﹤0.01% | 427 |
|
|
2021
Q2 | $163K | Buy |
+645
| New | +$163K | ﹤0.01% | 417 |
|