Jeppson 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 | $619K | Buy |
1,766
+69
| +4% | +$24.2K | 0.21% | 104 |
|
|
2025
Q1 | $292K | Buy |
1,697
+257
| +18% | +$44.3K | 0.11% | 160 |
|
|
2024
Q4 | $358K | Sell |
1,440
-4
| -0.3% | -$993 | 0.13% | 140 |
|
|
2024
Q3 | $257K | Hold |
1,444
| – | – | 0.09% | 169 |
|
|
2024
Q2 | $321K | Sell |
1,444
-10
| -0.7% | -$2.22K | 0.12% | 152 |
|
|
2024
Q1 | $385K | Sell |
1,454
-100
| -6% | -$26.5K | 0.15% | 141 |
|
|
2023
Q4 | $270K | Buy |
+1,554
| New | +$270K | 0.11% | 165 |
|