Intellectus Partners’s Coinbase COIN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.09M Buy
5,957
+52
+0.9% +$18.2K 0.45% 63
2025
Q1
$1.02M Buy
5,905
+1,150
+24% +$198K 0.25% 119
2024
Q4
$1.18M Buy
4,755
+175
+4% +$43.5K 0.26% 100
2024
Q3
$816K Buy
4,580
+850
+23% +$151K 0.21% 140
2024
Q2
$829K Hold
3,730
0.23% 124
2024
Q1
$989K Sell
3,730
-1,715
-31% -$455K 0.26% 110
2023
Q4
$947K Sell
5,445
-4,040
-43% -$703K 0.27% 104
2023
Q3
$712K Sell
9,485
-655
-6% -$49.2K 0.23% 125
2023
Q2
$726K Buy
10,140
+2,490
+33% +$178K 0.22% 136
2023
Q1
$517K Sell
7,650
-6,725
-47% -$454K 0.16% 169
2022
Q4
$509K Buy
14,375
+8,225
+134% +$291K 0.18% 163
2022
Q3
$397K Sell
6,150
-426
-6% -$27.5K 0.14% 177
2022
Q2
$309K Buy
+6,576
New +$309K 0.11% 196
2022
Q1
Sell
-5,430
Closed -$1.37M 240
2021
Q4
$1.37M Buy
5,430
+205
+4% +$51.7K 0.35% 75
2021
Q3
$1.19M Buy
+5,225
New +$1.19M 0.29% 95