Joel Isaacson & Co’s Coinbase COIN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.22M | Buy |
12,028
+500
| +4% | +$175K | 0.17% | 59 |
|
|
2025
Q1 | $1.99M | Buy |
11,528
+5,875
| +104% | +$1.01M | 0.09% | 104 |
|
|
2024
Q4 | $1.4M | Sell |
5,653
-1,025
| -15% | -$255K | 0.06% | 122 |
|
|
2024
Q3 | $1.19M | Sell |
6,678
-813
| -11% | -$145K | 0.06% | 129 |
|
|
2024
Q2 | $1.66M | Sell |
7,491
-200
| -3% | -$44.4K | 0.09% | 102 |
|
|
2024
Q1 | $2.04M | Sell |
7,691
-1,567
| -17% | -$415K | 0.11% | 89 |
|
|
2023
Q4 | $1.61M | Hold |
9,258
| – | – | 0.1% | 94 |
|
|
2023
Q3 | $695K | Sell |
9,258
-676
| -7% | -$50.8K | 0.05% | 149 |
|
|
2023
Q2 | $711K | Hold |
9,934
| – | – | 0.05% | 152 |
|
|
2023
Q1 | $671K | Sell |
9,934
-10
| -0.1% | -$676 | 0.05% | 149 |
|
|
2022
Q4 | $352K | Sell |
9,944
-1,290
| -11% | -$45.7K | 0.03% | 220 |
|
|
2022
Q3 | $724K | Sell |
11,234
-60
| -0.5% | -$3.87K | 0.06% | 127 |
|
|
2022
Q2 | $531K | Buy |
11,294
+250
| +2% | +$11.8K | 0.04% | 161 |
|
|
2022
Q1 | $1.6M | Buy |
11,044
+350
| +3% | +$50.8K | 0.12% | 81 |
|
|
2021
Q4 | $2.7M | Buy |
10,694
+2,946
| +38% | +$744K | 0.19% | 55 |
|
|
2021
Q3 | $1.76M | Buy |
7,748
+3,068
| +66% | +$698K | 0.13% | 76 |
|
|
2021
Q2 | $1.19M | Buy |
+4,680
| New | +$1.19M | 0.09% | 91 |
|