Integrated Wealth Concepts’s Coinbase COIN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $899K | Buy |
2,565
+446
| +21% | +$156K | 0.01% | 979 |
|
|
2025
Q1 | $365K | Buy |
2,119
+413
| +24% | +$71.1K | ﹤0.01% | 1299 |
|
|
2024
Q4 | $424K | Hold |
1,706
| – | – | ﹤0.01% | 1203 |
|
|
2024
Q3 | $304K | Hold |
1,706
| – | – | ﹤0.01% | 1340 |
|
|
2024
Q2 | $379K | Buy |
1,706
+35
| +2% | +$7.78K | 0.01% | 1179 |
|
|
2024
Q1 | $443K | Sell |
1,671
-206
| -11% | -$54.6K | 0.01% | 1105 |
|
|
2023
Q4 | $327K | Buy |
+1,877
| New | +$327K | 0.01% | 1223 |
|
|
2022
Q1 | – | Sell |
-2,581
| Closed | -$651K | – | 950 |
|
|
2021
Q4 | $651K | Buy |
2,581
+27
| +1% | +$6.81K | 0.02% | 553 |
|
|
2021
Q3 | $581K | Buy |
2,554
+427
| +20% | +$97.1K | 0.02% | 544 |
|
|
2021
Q2 | $539K | Buy |
+2,127
| New | +$539K | 0.02% | 517 |
|